We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Win Advisors
Florida
$11K -$71.9K -2,961 -86%
CPFP
1127
Clear Perspectives Financial Planning
Ohio
$11K +$1.24K +51 +11%
SL
1128
Savior LLC
Massachusetts
$11K +$12K +492 New
FDCDDQ
1129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
FMP
1130
Financial Management Professionals
Texas
$10K -$122K -5,007 -92%
AWM
1131
AllSquare Wealth Management
New York
$9K – – –
LB
1132
Legacy Bridge
Iowa
$9K – – –
CSB
1133
City State Bank
Iowa
$8K – – –
CPA
1134
Cardiff Park Advisors
California
$8K +$73 +3 +0.8%
WFA
1135
WestHill Financial Advisors
California
$7K – – –
KA
1136
Kozak & Associates
Colorado
$7K +$7.36K +303 New
MW
1137
Milestone Wealth
New York
$6K – – –
NG
1138
NWK Group
California
$6K – – –
SWM
1139
Sugarloaf Wealth Management
Georgia
$6K +$5.9K +243 New
HCP
1140
Hexagon Capital Partners
Arkansas
$5K +$219 +9 +4%
CP
1141
Castleview Partners
Texas
$5K +$2.4K +99 +83%
FWM
1142
Focused Wealth Management
New York
$4K -$855K -35,181 -100%
LFA
1143
Level Financial Advisors
New York
$4K -$1.75K -72 -30%
IWP
1144
IAG Wealth Partners
Wisconsin
$4K – – –
WBC
1145
West Branch Capital
Massachusetts
$4K +$1.6K +66 +55%
OSAM
1146
O'Shaughnessy Asset Management
Connecticut
$4K +$3.94K +162 New
AC
1147
AlphaCore Capital
California
$3K -$23.7K -975 -89%
MAM
1148
Meeder Asset Management
Ohio
$3K -$73 -3 -2%
BWP
1149
Baldwin Wealth Partners
Massachusetts
$3K – – –
MA
1150
MCF Advisors
Kentucky
$3K – – –
44 45
46
47 48