We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
101
Soltis Investment Advisors
Utah
$7M -$900K -48,891 -11%
LIM
102
Leavell Investment Management
Alabama
$6.97M +$73.9K +4,014 +1%
CMP
103
Courage Miller Partners
Virginia
$6.9M +$55 +3 +0%
SWM
104
SVA Wealth Management
Wisconsin
$6.8M +$453K +24,630 +7%
KAS
105
Kestra Advisory Services
Texas
$6.78M +$6.72M +365,223 New
BC
106
Barnett & Company
Tennessee
$6.72M -$472K -25,653 -7%
NB
107
NBT Bank
New York
$6.59M +$524K +28,449 +9%
FFWA
108
FRG Family Wealth Advisors
Washington
$6.57M -$879K -47,760 -12%
FCI
109
Financial Counselors Inc
Kansas
$6.54M +$1.74M +94,797 +36%
AssetMark Inc
110
AssetMark Inc
California
$6.39M +$1.61M +87,609 +34%
AFP
111
Ausdal Financial Partners
Iowa
$6.04M +$2.15M +117,054 +56%
CFS
112
CRA Financial Services
New Jersey
$5.88M +$283K +15,396 +5%
DP
113
Denver PWM
Colorado
$5.79M +$129K +7,029 +2%
PD
114
Planning Directions
Pennsylvania
$5.72M +$635K +34,494 +13%
FCA
115
FLC Capital Advisors
California
$5.56M -$3.28M -178,026 -38%
SFG
116
SevenBridge Financial Group
Pennsylvania
$5.33M +$188K +10,233 +4%
PAI
117
Pittenger & Anderson Inc
Nebraska
$5.3M -$2.47M -134,178 -32%
Truist Financial
118
Truist Financial
North Carolina
$5.3M +$323K +17,541 +7%
SPC
119
Sigma Planning Corp
Michigan
$5.26M +$653K +35,493 +14%
HCP
120
Holt Capital Partners
Texas
$5.21M +$17.9K +975 +0.3%
MWA
121
MFA Wealth Advisors
Pennsylvania
$5.18M -$88.4K -4,806 -2%
V
122
Veritable
Delaware
$5.16M -$1.16M -62,895 -18%
NFG
123
NewFocus Financial Group
Washington
$5.15M +$880K +47,811 +21%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$5.14M -$207K -11,235 -4%
PAG
125
Private Advisor Group
New Jersey
$5.14M +$391K +21,255 +8%