We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
1076
Van Cleef Asset Management
Ohio
$815K -$12.2K -437 -1%
WMWM
1077
Wilkins Miller Wealth Management
Alabama
$814K +$1.9K +68 +0.2%
BTI
1078
Blue Trust Inc
Georgia
$813K +$172K +6,154 +27%
AWA
1079
Arete Wealth Advisors
Illinois
$811K -$30.7K -1,103 -4%
OC
1080
Oarsman Capital
Wisconsin
$809K -$27.2K -976 -3%
ARC
1081
Advisor Resource Council
Texas
$802K +$1.04M +37,399 New
CWM
1082
CCG Wealth Management
California
$801K -$9.45K -339 -1%
SHGA
1083
Sand Hill Global Advisors
California
$797K -$38.6K -1,385 -5%
C
1084
Certuity
Florida
$797K +$233K +8,360 +62%
PFA
1085
Pure Financial Advisors
California
$796K +$400K +14,366 +102%
MBI
1086
May Barnhard Investments
Maryland
$792K +$12.5K +447 +2%
PJSIMP
1087
P.J. Schmidt Investment Management (PJS)
Wisconsin
$789K -$107K -3,838 -12%
FP
1088
Financial Perspectives
Minnesota
$788K +$54K +1,936 +7%
VAS
1089
Valicenti Advisory Services
New York
$786K +$11.6K +416 +2%
DFG
1090
Delta Financial Group
New Jersey
$786K +$195K +6,993 +33%
VAG
1091
VisionPoint Advisory Group
Texas
$785K +$783K +28,084 New
LWM
1092
Level Wealth Management
North Carolina
$782K +$3.76K +135 +0.5%
BF
1093
Bonfire Financial
Colorado
$781K – – –
SWA
1094
Strategies Wealth Advisors
Michigan
$780K +$56 +2 +0%
FCH
1095
Freestone Capital Holdings
Washington
$778K -$603K -21,621 -44%
SFG
1096
Sage Financial Group
Pennsylvania
$775K -$63.3K -2,271 -8%
KFP
1097
KMG Fiduciary Partners
Ohio
$762K +$4.24K +152 +0.6%
TPW
1098
Tiller Private Wealth
Pennsylvania
$759K +$199K +7,154 +36%
TPW
1099
Transatlantique Private Wealth
New York
$757K +$36.7K +1,317 +5%
BPWM
1100
Badgley Phelps Wealth Managers
Washington
$753K -$26.7K -958 -3%
42 43
44
45 46