We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1301
Foster Victor Wealth Advisors
South Carolina
$433K +$431K +15,783 New
KWM
1302
Kingsman Wealth Management
Florida
$432K +$191 +7 +0%
SWMG
1303
Sanchez Wealth Management Group
Florida
$432K – – –
CGA
1304
Crescent Grove Advisors
Illinois
$432K +$131K +4,795 +44%
DSC
1305
Duncker Streett & Co
Missouri
$431K +$13.8K +504 +3%
SP
1306
Successful Portfolios
Florida
$431K +$38.3K +1,403 +10%
BWM
1307
Brown Wealth Management
Illinois
$431K – – –
AAG
1308
Armstrong Advisory Group
Massachusetts
$427K +$437 +16 +0.1%
SC
1309
SouthState Corp
Florida
$423K -$476K -17,456 -53%
RP
1310
Rice Partnership
Hawaii
$423K +$141K +5,160 +50%
SLC
1311
Second Line Capital
Louisiana
$422K +$180K +6,591 +74%
PWPS
1312
Pinnacle Wealth Planning Services
Ohio
$421K – – –
SWA
1313
Sax Wealth Advisors
New Jersey
$420K +$2.62K +96 +0.6%
MAA
1314
Matrix Asset Advisors
New York
$420K -$114K -4,188 -21%
HCM
1315
Howland Capital Management
Massachusetts
$418K -$164 -6 -0%
DWM
1316
Drive Wealth Management
Utah
$417K -$289K -10,587 -41%
HWMO
1317
Heritage Wealth Management (Ohio)
Ohio
$417K – – –
LEFP
1318
Leading Edge Financial Planning
Tennessee
$414K -$38.2K -1,399 -8%
TF
1319
Tenon Financial
New Jersey
$414K +$791 +29 +0.2%
ZRP
1320
Zynergy Retirement Planning
New Jersey
$412K -$5.1K -187 -1%
DWM
1321
DKM Wealth Management
California
$411K – – –
PHIC
1322
Pine Haven Investment Counsel
Massachusetts
$411K -$11.9K -435 -3%
CFP
1323
Cascade Financial Partners
California
$410K – – –
FFO
1324
Fiduciary Family Office
Florida
$410K -$13.2K -483 -3%
1832 Asset Management
1325
1832 Asset Management
Ontario, Canada
$410K +$409K +15,000 New