We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$246K +$247K +19,152 New
BWAM
127
Boyd Watterson Asset Management
Ohio
$237K +$238K +18,435 New
GHA
128
GW Henssler & Associates
Georgia
$230K +$4.33K +336 +2%
TC
129
Taylor Cottrill
New Hampshire
$230K +$230K +17,886 New
SBIA
130
Sheaff Brock Investment Advisors
Indiana
$210K +$210K +16,311 New
BC
131
Bartlett & Co
Ohio
$205K -$149K -11,580 -42%
MWAC
132
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$204K +15,837 New
HPC
133
HM Payson & Co
Maine
$203K +$203K +15,789 New
SA
134
SRH Advisors
Kansas
$202K +$64.9K +5,040 +47%
GC
135
Gratus Capital
Georgia
$201K -$3.86M -299,346 -95%
BTS
136
BB&T Securities
Virginia
$200K +$201K +15,588 New
VIA
137
Vantage Investment Advisors
Pennsylvania
$195K +$19.7K +1,530 +11%
WC
138
Whitnell & Co
Illinois
$184K +$38.7K +3,000 +27%
DADC
139
D.A. Davidson & Co
Montana
$180K +$181K +14,022 New
JFA
140
JNBA Financial Advisors
Minnesota
$158K – – –
DAM
141
Delta Asset Management
Tennessee
$147K – – –
AFP
142
Ausdal Financial Partners
Iowa
$136K +$136K +10,578 New
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$129K +$129K +10,026 New
TC
144
Trust Company
Kansas
$123K – – –
CTC
145
Central Trust Company
Missouri
$118K -$31.7K -2,460 -21%
PCP
146
Proficio Capital Partners
Massachusetts
$108K +$108K +8,376 New
WRM
147
Westport Resources Management
Connecticut
$103K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$101K +$5.76K +447 +6%
MWP
149
MYCIO Wealth Partners
Pennsylvania
$99K +$116 +9 +0.1%
Creative Planning
150
Creative Planning
Kansas
$98K +$4.87K +378 +5%