We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1301
Omega Financial Group
California
$463K +$107K +3,839 +30%
DWT
1302
Dorsey & Whitney Trust
South Dakota
$462K -$2.76K -99 -0.6%
HOWA
1303
Heritage Oak Wealth Advisors
Florida
$459K +$6.83K +245 +2%
VWM
1304
Vigilare Wealth Management
Arizona
$459K +$198K +7,109 +76%
CCAM
1305
Cascades Capital Asset Management
North Carolina
$457K +$456K +16,350 New
CCA
1306
Carrera Capital Advisors
Michigan
$456K +$17.3K +621 +4%
SGI
1307
Summit Global Investments
Utah
$454K -$10.4M -372,521 -96%
WHG
1308
Westwood Holdings Group
Texas
$452K – – –
SIC
1309
Sage Investment Counsel
Tennessee
$452K +$174K +6,250 +63%
SWA
1310
Sax Wealth Advisors
New Jersey
$450K +$242K +8,686 +117%
LRPA
1311
L. Roy Papp & Associates
Arizona
$450K – – –
ICCON
1312
Investment Counsel Company of Nevada
Nevada
$449K -$8.47K -304 -2%
WA
1313
Wealthstar Advisors
Texas
$447K – – –
KWM
1314
Kingsman Wealth Management
Florida
$446K +$445K +15,954 New
NFC
1315
Northeast Financial Consultants
Connecticut
$446K – – –
HP
1316
Holistic Planning
Texas
$445K +$5.21K +187 +1%
SWMG
1317
Sanchez Wealth Management Group
Florida
$443K – – –
CTWM
1318
Cherry Tree Wealth Management
Minnesota
$441K +$17.6K +631 +4%
PCA
1319
Prosperity Capital Advisors
Ohio
$441K +$76.4K +2,740 +21%
BWM
1320
Brown Wealth Management
Illinois
$441K – – –
RWB
1321
RMR Wealth Builders
New Jersey
$441K +$31.4K +1,126 +8%
PMSA
1322
Patrick M. Sweeney & Associates
Illinois
$440K +$18K +645 +4%
CMS
1323
Capital Market Strategies
Florida
$440K -$1.04M -37,471 -70%
FFC
1324
Frederick Financial Consultants
Maryland
$438K -$18.5K -662 -4%
TA
1325
TFG Advisers
Michigan
$435K +$60.2K +2,160 +16%
51 52
53
54 55