We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
MinichMacGregor Wealth Management
New York
$204K +$212K +8,646 New
HGWM
1227
Horst & Graben Wealth Management
Oregon
$204K – – –
CA
1228
Callahan Advisors
Texas
$203K +$211K +8,613 New
WAAG
1229
Wealth Alliance Advisory Group
Kansas
$203K – – –
SAM
1230
Seelaus Asset Management
New Jersey
$203K +$211K +8,610 New
CWM
1231
ClientFirst Wealth Management
Arkansas
$203K – – –
SIC
1232
SJS Investment Consulting
Ohio
$202K +$7.58K +309 +4%
CRWM
1233
Castle Rock Wealth Management
California
$200K +$212K +8,643 New
SWM
1234
Sugarloaf Wealth Management
Georgia
$192K +$7.95K +324 +4%
AIC
1235
Archer Investment Corporation
Indiana
$189K +$16.5K +672 +9%
PMFA
1236
Plante Moran Financial Advisors
Michigan
$185K +$30K +1,221 +18%
OA
1237
Operose Advisors
Wisconsin
$185K +$127K +5,160 +193%
LOIP
1238
Live Oak Investment Partners
Texas
$184K – – –
TFA
1239
Toth Financial Advisory
Virginia
$183K +$16K +654 +9%
HT
1240
Headlands Technologies
Illinois
$181K +$175K +7,137 +1,307%
TCOV
1241
Trust Company of Vermont
Vermont
$181K – – –
AWM
1242
Aberdeen Wealth Management
Illinois
$177K – – –
FSWA
1243
Financial Synergies Wealth Advisors
Texas
$175K +$93.9K +3,825 +107%
NFSG
1244
Newbridge Financial Services Group
Florida
$175K -$19.9K -813 -10%
WWMSC
1245
Wagner Wealth Management (South Carolina)
South Carolina
$171K +$1.62K +66 +0.9%
FFL
1246
Financial Freedom LLC
Ohio
$169K -$5.37K -219 -3%
GWS
1247
Glassman Wealth Services
Virginia
$156K +$19.5K +795 +14%
HI
1248
Hendershot Investments
Virginia
$152K -$8.54K -348 -5%
EWM
1249
Evermay Wealth Management
Virginia
$142K +$52K +2,118 +54%
DWMG
1250
DB Wealth Management Group
California
$140K – – –
48 49
50
51 52