We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1176
Cadinha & Co
Hawaii
$232K – – –
CCM
1177
Crabel Capital Management
California
$231K +$228K +9,534 New
DWM
1178
Destination Wealth Management
California
$231K -$78K -3,264 -25%
QCM
1179
Quantinno Capital Management
New York
$230K – – –
GC
1180
GFG Capital
Florida
$230K +$1.07K +45 +0.5%
KA
1181
Klingman & Associates
New York
$229K +$2.08K +87 +0.9%
TFCP
1182
Twin Focus Capital Partners
Massachusetts
$228K – – –
SFP
1183
Strategic Financial Partners
Oregon
$227K +$2.08K +87 +0.9%
WP
1184
WealthSource Partners
California
$226K -$23.4K -978 -9%
BFP
1185
Beacon Financial Planning
Massachusetts
$224K +$222K +9,273 New
CWM
1186
Concentric Wealth Management
California
$219K +$1.07K +45 +0.5%
PCFFS
1187
Pacific Center for Financial Services
California
$219K +$1.94K +81 +0.9%
AFA
1188
Atlas Financial Advisors
California
$218K +$3.87K +162 +2%
BAM
1189
Bosun Asset Management
Illinois
$218K – – –
OWA
1190
Outlook Wealth Advisors
Texas
$217K +$215K +8,985 New
SFO
1191
Stokes Family Office
Louisiana
$217K +$214K +8,961 New
FCM
1192
Fortis Capital Management
Washington
$216K +$213K +8,913 New
PWM
1193
Pacific Wealth Management
California
$216K – – –
ACP
1194
Aviance Capital Partners
Florida
$214K +$860 +36 +0.4%
ACM
1195
AlphaStar Capital Management
North Carolina
$214K +$211K +8,850 New
PA
1196
Perennial Advisors
New York
$214K -$38.7K -1,620 -15%
RGC
1197
Roberts, Glore & Co
Illinois
$214K – – –
CIS
1198
Continental Investors Services
Washington
$214K +$207K +8,652 New
CWM
1199
ClientFirst Wealth Management
Arkansas
$213K – – –
LWM
1200
LJI Wealth Management
Indiana
$212K +$210K +8,778 New
46 47
48
49 50