We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1151
WFA of San Diego
California
$648K -$2.13K -78 -0.3%
MHR
1152
Matthew Hamilton Rosenberg
$648K +$132K +4,839 +26%
WJWM
1153
Williams Jones Wealth Management
New York
$643K -$75.7K -2,773 -11%
SA
1154
Stewardship Advisors
Pennsylvania
$642K -$327 -12 -0.1%
Federated Hermes
1155
Federated Hermes
Pennsylvania
$641K +$6.03K +221 +0.9%
AP
1156
Appleton Partners
Massachusetts
$639K -$25K -916 -4%
LWM
1157
Lyell Wealth Management
California
$637K +$4.09K +150 +0.6%
SHJ
1158
Sharkey, Howes & Javer
Colorado
$634K -$56.3K -2,065 -8%
CC
1159
Cypress Capital
Tennessee
$633K -$23.6K -864 -4%
FFC
1160
First Financial Corp
Indiana
$629K
GSWM
1161
Golden State Wealth Management
California
$628K +$166K +6,072 +36%
PFA
1162
Pure Financial Advisors
California
$628K +$15.7K +577 +3%
FC
1163
Fulcrum Capital
Washington
$625K
CCA
1164
Conservest Capital Advisors
Pennsylvania
$622K +$30.6K +1,123 +5%
SWA
1165
SOA Wealth Advisors
New York
$622K -$87.9K -3,223 -12%
DWA
1166
Delap Wealth Advisory
Oregon
$621K -$20.6K -754 -3%
DQRIM
1167
Dale Q Rice Investment Management
Washington
$621K
GAM
1168
Gemmer Asset Management
California
$620K
BIM
1169
Baldwin Investment Management
Pennsylvania
$618K -$1.91K -70 -0.3%
JFG
1170
Jefferies Financial Group
New York
$618K
BCMLT
1171
Beacon Capital Management LLC (Tennessee)
Tennessee
$610K -$47.7K -1,749 -7%
BCG
1172
Breakwater Capital Group
New Jersey
$610K -$37.1K -1,359 -6%
GWSG
1173
GPS Wealth Strategies Group
Colorado
$610K -$15.8K -580 -3%
TPW
1174
Tiller Private Wealth
Pennsylvania
$606K -$11K -404 -2%
AFW
1175
Avantra Family Wealth
Pennsylvania
$605K +$8.51K +312 +1%