We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Calamos Wealth Management
Illinois
$276K +$259K +10,881 New
GT
1252
Glenmede Trust
Pennsylvania
$276K – – –
CB
1253
CNB Bank
Pennsylvania
$274K -$44.5K -1,869 -15%
NWM
1254
Northcape Wealth Management
New York
$274K +$257K +10,800 New
HA
1255
HFG Advisors
Ohio
$273K – – –
MBI
1256
May Barnhard Investments
Maryland
$273K +$256K +10,758 New
WE
1257
Wealth Effects
Massachusetts
$273K -$10.5K -441 -4%
PWG
1258
Portside Wealth Group
Utah
$273K -$23.2K -975 -8%
MF
1259
Manchester Financial
California
$272K – – –
GP
1260
Girard Partners
Pennsylvania
$272K -$40K -1,677 -14%
TWM
1261
Tanglewood Wealth Management
Texas
$271K +$254K +10,677 New
W
1262
WealthCollab
Washington
$270K +$254K +10,647 New
EWM
1263
Evercore Wealth Management
New York
$269K -$22.4K -939 -8%
DIA
1264
Dana Investment Advisors
Wisconsin
$268K -$71.5K -3,000 -22%
MFC
1265
Morris Financial Concepts
South Carolina
$268K – – –
MWA
1266
Meridian Wealth Advisors
Texas
$266K -$2.36K -99 -0.9%
TC
1267
Tenret Company
Florida
$266K +$249K +10,464 New
FFA
1268
First Foundation Advisors
California
$265K -$4.72K -198 -2%
HKIMG
1269
Hutchens & Kramer Investment Management Group
Indiana
$260K +$244K +10,260 New
DC
1270
Darrow Company
Massachusetts
$260K – – –
AIM
1271
Acropolis Investment Management
Missouri
$260K -$59K -2,475 -19%
NWMG
1272
National Wealth Management Group
Ohio
$260K -$32.2K -1,353 -12%
HAC
1273
Harbor Advisory Corp
New Hampshire
$260K – – –
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$259K +$240K +10,053 +7,130%
DWM
1275
Destination Wealth Management
California
$257K -$43.5K -1,827 -15%
49 50
51
52 53