We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1451
Financial Gravity Asset Management
Texas
$289K +$289K +10,604 New
CIM
1452
Cambria Investment Management
California
$289K +$4.26K +156 +1%
EF
1453
Empowered Funds
Pennsylvania
$289K +$4.26K +156 +1%
MFC
1454
Morris Financial Concepts
South Carolina
$288K – – –
DAM
1455
Delta Asset Management
Tennessee
$287K -$1.36K -50 -0.5%
SWMG
1456
Stillwater Wealth Management Group
Florida
$287K +$286K +10,495 New
UF
1457
Univest Financial
Pennsylvania
$286K +$5.05K +185 +2%
TC
1458
Tenret Company
Florida
$285K – – –
VCM
1459
Vivaldi Capital Management
Illinois
$283K +$59.9K +2,196 +27%
JHCP
1460
Jackson Hole Capital Partners
Oklahoma
$283K – – –
IPA
1461
Investment Planning Advisors
Georgia
$283K +$283K +10,356 New
EFMC
1462
Empire Financial Management Company
New York
$283K -$5.81K -213 -2%
ERIC
1463
Eagle Rock Investment Company
Georgia
$282K -$1.31K -48 -0.5%
LGWM
1464
Litman Gregory Wealth Management
California
$281K -$17.1K -625 -6%
CFG
1465
Copley Financial Group
California
$281K -$16.8K -616 -6%
WWA
1466
Wisconsin Wealth Advisors
Wisconsin
$281K -$428K -15,696 -60%
MSCM
1467
McElhenny Sheffield Capital Management
Texas
$281K -$6.55K -240 -2%
BA
1468
BCM Advisors
Louisiana
$280K +$283K +10,373 New
FWP
1469
Firethorn Wealth Partners
Georgia
$280K +$1.58K +58 +0.6%
FM
1470
Foster & Motley
Ohio
$280K +$4.47K +164 +2%
WMP
1471
Wealth Management Partners
Arizona
$278K +$278K +10,182 New
SFP
1472
Strategic Financial Partners
Oregon
$278K +$2.62K +96 +1%
FA
1473
Financial Advisors
Massachusetts
$278K +$10K +368 +4%
CAG
1474
Centerpoint Advisory Group
Kansas
$277K -$80.9K -2,967 -23%
PIP
1475
Peachtree Investment Partners
Florida
$277K +$2.48K +91 +0.9%
57 58
59
60 61