We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1101
Transatlantique Private Wealth
New York
$757K +$36.7K +1,317 +5%
BPWM
1102
Badgley Phelps Wealth Managers
Washington
$753K -$26.7K -958 -3%
BAAM
1103
Baker Avenue Asset Management
California
$753K +$169K +6,057 +29%
PA
1104
Prossimo Advisors
California
$750K – – –
SAM
1105
Sawgrass Asset Management
Florida
$745K +$10K +360 +1%
WCWM
1106
Wooster Corthell Wealth Management
Connecticut
$744K +$184K +6,610 +33%
WCM
1107
Weik Capital Management
Pennsylvania
$744K +$119K +4,275 +19%
BCMLT
1108
Beacon Capital Management LLC (Tennessee)
Tennessee
$743K -$54.7K -1,964 -7%
RRWA
1109
Rainey & Randall Wealth Advisors
Florida
$740K +$3.85K +138 +0.5%
SWRP
1110
Summit Wealth & Retirement Planning
California
$736K +$4.1K +147 +0.6%
MSA
1111
McAlister Sweet & Associates
Texas
$733K +$731K +26,233 New
GWM
1112
Greenhouse Wealth Management
Connecticut
$733K +$2.68K +96 +0.4%
TCM
1113
Traynor Capital Management
Pennsylvania
$733K +$195K +7,009 +37%
EIP
1114
Ellis Investment Partners
Pennsylvania
$729K +$53.9K +1,933 +8%
BIG
1115
Builder Investment Group
Georgia
$728K +$613 +22 +0.1%
I
1116
INVST
Indiana
$727K -$48.9K -1,753 -6%
DWM
1117
Drive Wealth Management
Utah
$727K +$394K +14,133 +119%
NC
1118
Napatree Capital
Rhode Island
$724K +$2.9K +104 +0.4%
APW
1119
Austin Private Wealth
Texas
$724K +$95.8K +3,435 +15%
RIL
1120
Rothschild Investment LLC
Illinois
$724K +$195 +7 +0%
LBC
1121
Lowe Brockenbrough & Co
Virginia
$719K +$5.02K +180 +0.7%
WC
1122
Wolfstich Capital
Massachusetts
$718K – – –
FNBT
1123
FineMark National Bank & Trust
Florida
$717K -$9.76K -350 -1%
SPL
1124
Smart Portfolios LLC
Washington
$717K -$836 -30 -0.1%
M1FG
1125
Mach-1 Financial Group
Arkansas
$709K +$707K +25,375 New
43 44
45
46 47