We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
1151
Alley Investment Management Company
Illinois
$380K -$27.7K -1,164 -7%
GL
1152
Graypoint LLC
New York
$378K +$18.2K +765 +5%
RWM
1153
RKL Wealth Management
Pennsylvania
$378K +$32.9K +1,380 +10%
FA
1154
Fountainhead AM
New Jersey
$377K +$57.6K +2,418 +19%
BKA
1155
Brick & Kyle Associates
Pennsylvania
$376K -$6.15K -258 -2%
M1FG
1156
Mach-1 Financial Group
Arkansas
$375K +$32.6K +1,368 +10%
NHC
1157
Nicholas Hoffman & Company
Georgia
$374K +$33.1K +1,389 +10%
FM
1158
Foster & Motley
Ohio
$373K +$23.7K +996 +7%
DS
1159
DRW Securities
Illinois
$373K +$350K +14,694 New
BL
1160
Balentine LLC
Georgia
$373K +$268K +11,241 +326%
HPC
1161
HM Payson & Co
Maine
$372K -$71 -3 -0%
CWM
1162
Castle Wealth Management
Florida
$372K – – –
FNBT
1163
FineMark National Bank & Trust
Florida
$370K +$28.2K +1,182 +9%
OWP
1164
Obermeyer Wealth Partners
Colorado
$369K -$36.2K -1,521 -9%
NHT
1165
New Hampshire Trust
New Hampshire
$368K +$345K +14,493 New
BWL
1166
Bogart Wealth LLC
Virginia
$364K +$9.65K +405 +3%
GAM
1167
Grandview Asset Management
Pennsylvania
$364K +$3.72K +156 +1%
KFA
1168
Kelleher Financial Advisors
New York
$364K +$100K +4,200 +41%
HIP
1169
HUB Investment Partners
Texas
$361K +$339K +14,232 New
FWM
1170
Finer Wealth Management
Massachusetts
$360K -$643 -27 -0.2%
MWM
1171
Maripau Wealth Management
Indiana
$358K +$88.4K +3,708 +36%
BI
1172
Ballast Inc
Kentucky
$358K – – –
TC
1173
Telemus Capital
Michigan
$358K +$336K +14,100 New
PCP
1174
Proficio Capital Partners
Massachusetts
$358K – – –
GCM
1175
Gunderson Capital Management
South Carolina
$357K +$335K +14,061 New
45 46
47
48 49