We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFG
126
Wills Financial Group
Virginia
$455K +$8.29K +615 +2%
AMM
127
American Money Management
California
$450K +$4.13K +306 +0.9%
BC
128
Bartlett & Co
Ohio
$416K +$206K +15,300 +103%
CA
129
Cetera Advisors
Colorado
$414K +$410K +30,399 New
MWAC
130
Mariner Wealth Advisors (Cincinnati)
Ohio
$406K +$150K +11,139 +61%
EAM
131
Evanson Asset Management
California
$404K +$394K +29,256 New
VAM
132
Verity Asset Management
North Carolina
$395K +$385K +28,584 New
TPWA
133
TRUE Private Wealth Advisors
Oregon
$371K +$9.95K +738 +3%
SA
134
SRH Advisors
Kansas
$371K +$136K +10,059 +60%
HighTower Advisors
135
HighTower Advisors
Illinois
$365K +$50.3K +3,729 +17%
Millennium Management
136
Millennium Management
New York
$365K +$84.9K +6,300 +31%
OAM
137
Occidental Asset Management
California
$363K +$18.9K +1,404 +6%
KF
138
Krilogy Financial
Missouri
$348K +$66K +4,899 +24%
NGA
139
Naples Global Advisors
Florida
$346K +$11.7K +870 +4%
IWMPD
140
Integrated Wealth Management (Palm Desert)
California
$331K +$323K +23,976 New
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$326K +$318K +23,625 New
S
142
SignatureFD
Georgia
$316K
SIC
143
Salem Investment Counselors
North Carolina
$310K
BAM
144
Barrett Asset Management
New York
$298K +$291K +21,600 New
AF
145
Allworth Financial
California
$297K -$128K -9,525 -31%
RWM
146
Rench Wealth Management
Texas
$295K -$7.6K -564 -3%
CC
147
Cognios Capital
Kansas
$294K +$286K +21,252 New
BFA
148
Beaumont Financial Advisors
Massachusetts
$294K +$287K +21,279 New
GHA
149
GW Henssler & Associates
Georgia
$293K +$31.4K +2,331 +12%
LNB
150
Ledyard National Bank
$290K +$121K +9,000 +75%