We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
1076
Squire Investment Management Company
Utah
$621K +$98.4K +3,612 +20%
CFP
1077
Cascade Financial Partners
California
$620K +$955K +35,073 +115%
WCM
1078
Weik Capital Management
Pennsylvania
$619K -$142K -5,205 -19%
C
1079
CEDRUS
Colorado
$617K +$596K +21,894 New
BWA
1080
Bordeaux Wealth Advisors
California
$615K +$11.9K +438 +2%
MFG
1081
Magnus Financial Group
New York
$615K +$119K +4,362 +25%
AA
1082
AlphaQ Advisors
Florida
$614K +$5.88K +216 +1%
AWA
1083
Arete Wealth Advisors
Illinois
$610K -$266K -9,777 -31%
PGF
1084
Plan Group Financial
Oklahoma
$610K +$116K +4,248 +24%
SIMG
1085
Sonora Investment Management Group
Arizona
$607K -$7.93K -291 -1%
BAAM
1086
Baker Avenue Asset Management
California
$604K -$179K -6,588 -24%
RWP
1087
Ridgecrest Wealth Partners
California
$602K +$24.9K +915 +4%
ZIM
1088
Zacks Investment Management
Illinois
$599K +$87.6K +3,216 +18%
LC
1089
LCNB Corp
Ohio
$598K +$40.9K +1,500 +8%
MBI
1090
May Barnhard Investments
Maryland
$597K +$330K +12,099 +133%
BFC
1091
Bedel Financial Consulting
Indiana
$593K +$158K +5,802 +38%
IAG
1092
Investmark Advisory Group
Connecticut
$593K -$7.03K -258 -1%
KWM
1093
KFG Wealth Management
Indiana
$591K +$50.5K +1,854 +10%
T
1094
Tidemark
California
$590K +$41.9K +1,539 +8%
TCM
1095
Traynor Capital Management
Pennsylvania
$589K +$66.7K +2,448 +13%
HIC
1096
Holderness Investments Company
North Carolina
$587K +$6.78K +249 +1%
VAS
1097
Valicenti Advisory Services
New York
$585K -$77.2K -2,835 -12%
PCA
1098
Prosperity Capital Advisors
Ohio
$578K -$20.2K -741 -3%
TPW
1099
Tiller Private Wealth
Pennsylvania
$578K – – –
SA
1100
Strategic Advisors
New York
$578K -$159K -5,853 -22%
42 43
44
45 46