We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
1201
Durante & Waters
New York
$320K +$300K +12,600 New
FAIM
1202
Financial Advocates Investment Management
Washington
$319K -$711K -29,835 -70%
GHA
1203
GW Henssler & Associates
Georgia
$319K +$9.22K +387 +3%
WP
1204
Westmount Partners
California
$319K -$191K -7,998 -39%
ORC
1205
O'Rourke & Company
Massachusetts
$316K +$79.2K +3,324 +36%
VWM
1206
Vigilare Wealth Management
Arizona
$315K -$13.5K -567 -4%
LAM
1207
LifePro Asset Management
California
$315K -$26.8K -1,125 -8%
VAS
1208
Valicenti Advisory Services
New York
$314K +$5.36K +225 +2%
RAG
1209
RIA Advisory Group
Iowa
$311K -$926K -38,847 -70%
SP
1210
Successful Portfolios
Florida
$310K +$291K +12,216 New
AA
1211
ACT Advisors
North Carolina
$310K -$306K -12,831 -51%
CFS
1212
Cannon Financial Strategists
Georgia
$310K – – –
MLA
1213
My Legacy Advisors
Oregon
$310K +$291K +12,210 New
CAM
1214
Costello Asset Management
Pennsylvania
$308K -$5.65K -237 -2%
ICG
1215
InterOcean Capital Group
Tennessee
$308K +$68.8K +2,889 +31%
TCM
1216
TD Capital Management
Tennessee
$307K +$57K +2,394 +25%
CW
1217
Connectus Wealth
Ohio
$307K -$2.07K -87 -0.7%
SSW
1218
Stone Summit Wealth
Florida
$306K – – –
JBA
1219
Johnson Bixby & Associates
Washington
$305K -$4K -168 -1%
WC
1220
Wynn Capital
Georgia
$305K +$286K +12,000 New
TCM
1221
Traynor Capital Management
Pennsylvania
$304K +$286K +11,994 New
WTC
1222
WhitTier Trust Company
Nevada
$304K – – –
QCM
1223
Quantinno Capital Management
New York
$300K +$55K +2,307 +24%
SPWM
1224
Straight Path Wealth Management
Michigan
$299K +$643 +27 +0.2%
SAM
1225
Seelaus Asset Management
New Jersey
$298K +$75.1K +3,150 +37%
47 48
49
50 51