SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1051
BDO Wealth Advisors
Florida
$137K +$992 +39 +0.7%
TFA
1052
Toth Financial Advisory
Virginia
$137K +$22.7K +894 +18%
SFC
1053
SYM Financial Corp
Indiana
$133K -$65.7K -2,583 -32%
VCM
1054
Vigilant Capital Management
Maine
$131K -$62.4K -2,454 -31%
AWM
1055
Accel Wealth Management
Iowa
$131K +$20.6K +810 +17%
FMP
1056
Financial Management Professionals
Texas
$130K +$10.1K +396 +8%
HFS
1057
HBC Financial Services
Washington
$129K – – –
EWM
1058
Evermay Wealth Management
Virginia
$129K +$37.4K +1,470 +38%
GWS
1059
Glassman Wealth Services
Virginia
$126K +$3.43K +135 +3%
IA
1060
IFS Advisors
Kansas
$118K -$13.6M -535,791 -99%
CIR
1061
Clear Investment Research
Georgia
$118K -$3.97K -156 -3%
AW
1062
ACG Wealth
Georgia
$115K +$123K +4,821 New
FSWA
1063
Financial Synergies Wealth Advisors
Texas
$106K +$113K +4,458 New
ACA
1064
Aptus Capital Advisors
Alabama
$106K +$11.5K +453 +11%
CMP
1065
Coston McIsaac & Partners
Maine
$103K +$110K +4,305 New
EW
1066
Evoke Wealth
California
$103K +$110K +4,311 New
PWMG
1067
Prestige Wealth Management Group
New Jersey
$100K +$8.93K +351 +9%
TWA
1068
TCI Wealth Advisors
Arizona
$98K +$153 +6 +0.1%
CAM
1069
Costello Asset Management
Pennsylvania
$95K -$1.91K -75 -2%
BA
1070
Ballast Advisors
Minnesota
$90K +$5.57K +219 +6%
RP
1071
Rice Partnership
Hawaii
$85K +$91K +3,576 New
WA
1072
Win Advisors
Florida
$83K -$17.1M -673,659 -99%
PMFA
1073
Plante Moran Financial Advisors
Michigan
$83K +$305 +12 +0.3%
PCG
1074
Private Capital Group
Connecticut
$82K -$812K -31,938 -90%
AFS
1075
Annapolis Financial Services
Maryland
$79K +$3.66K +144 +5%
41 42
43
44 45