We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oarsman Capital
Wisconsin
$507K -$52.7K -4,158 -10%
MIAN
102
Mariner Independent Advisor Network
Kansas
$495K +$470K +37,068 New
LA
103
LVW Advisors
New York
$486K +$4.22K +333 +0.9%
VNA
104
Valley National Advisers
Pennsylvania
$454K +$42.1K +3,318 +11%
GAM
105
Garrison Asset Management
Arkansas
$447K -$11.3K -888 -3%
MCM
106
Mengis Capital Management
Oregon
$441K +$19.2K +1,512 +5%
WFG
107
Wills Financial Group
Virginia
$432K -$3.46K -273 -0.8%
AMM
108
American Money Management
California
$431K +$111K +8,781 +37%
AF
109
Allworth Financial
California
$414K +$43.8K +3,453 +13%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$388K
TPWA
111
TRUE Private Wealth Advisors
Oregon
$349K +$21.9K +1,728 +7%
RCM
112
Rain Capital Management
Oregon
$347K -$1.43M -112,977 -81%
BRWA
113
B. Riley Wealth Advisors
Florida
$343K +$326K +25,695 New
BWM
114
Baystate Wealth Management
Massachusetts
$339K +$322K +25,371 New
OAM
115
Occidental Asset Management
California
$333K
NGA
116
Naples Global Advisors
Florida
$323K +$54.6K +4,305 +22%
JIC
117
Johnson Investment Counsel
Ohio
$319K -$113K -8,892 -27%
S
118
SignatureFD
Georgia
$305K
HighTower Advisors
119
HighTower Advisors
Illinois
$302K -$1.21M -95,373 -81%
SIC
120
Salem Investment Counselors
North Carolina
$300K
RWM
121
Rench Wealth Management
Texas
$293K +$11.4K +897 +4%
RJA
122
Raymond James & Associates
Florida
$279K -$220K -17,367 -45%
NFG
123
Nadler Financial Group
Illinois
$278K
KF
124
Krilogy Financial
Missouri
$271K +$257K +20,283 New
Millennium Management
125
Millennium Management
New York
$269K -$80.6K -6,360 -24%