We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
1401
Heritage Oak Wealth Advisors
Florida
$503K -$13K -427 -3%
AAG
1402
Armstrong Advisory Group
Massachusetts
$503K +$455 +15 +0.1%
DSC
1403
Duncker Streett & Co
Missouri
$502K +$16.9K +557 +4%
PFA
1404
Pure Financial Advisors
California
$502K -$23.9K -787 -5%
CCP
1405
Carmel Capital Partners
California
$499K -$291K -9,599 -37%
SEEDPG
1406
S.E.E.D. Planning Group
New York
$496K +$263K +8,671 +116%
PAMG
1407
Patton Albertson Miller Group
Tennessee
$491K -$42.8K -1,411 -8%
OE
1408
OFS Enterprise
Nebraska
$491K +$486K +16,013 New
BAAM
1409
Baker Avenue Asset Management
California
$491K – – –
IWA
1410
Independent Wealth Advisors
North Carolina
$489K +$1.76K +58 +0.4%
SFG
1411
Sovereign Financial Group
Connecticut
$488K -$4.4K -145 -0.9%
TH
1412
Team Hewins
California
$487K -$19.1K -629 -4%
KWM
1413
Kingsman Wealth Management
Florida
$486K +$182 +6 +0%
BWM
1414
Brown Wealth Management
Illinois
$486K +$2.12K +70 +0.4%
SWMG
1415
Sanchez Wealth Management Group
Florida
$486K – – –
WAM
1416
Worth Asset Management
Texas
$485K +$479K +15,792 New
TF
1417
Tandem Financial
Colorado
$484K +$478K +15,769 New
DIM
1418
Delta Investment Management
California
$482K +$151K +4,994 +47%
CWA
1419
CM Wealth Advisors
Ohio
$481K – – –
WWA
1420
Wingate Wealth Advisors
Massachusetts
$480K -$781K -25,732 -62%
GG
1421
GenWealth Group
New Jersey
$480K +$42.2K +1,392 +10%
IAS
1422
Integrity Advisory Solutions
Texas
$480K -$53.1K -1,749 -10%
FA
1423
Faithward Advisors
Pennsylvania
$478K +$60K +1,978 +22%
RCA
1424
Resonant Capital Advisors
Wisconsin
$478K +$31.6K +1,041 +7%
CQWA
1425
Chokshi & Queen Wealth Advisors
California
$477K – – –
55 56
57
58 59