We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Focused Wealth Management
New York
$562K – – –
LA
127
LVW Advisors
New York
$548K -$20.2K -1,431 -4%
RWM
128
Rench Wealth Management
Texas
$520K +$219K +15,537 +73%
MCM
129
Mengis Capital Management
Oregon
$506K +$6.48K +459 +1%
AFWA
130
Ancora Family Wealth Advisors
Ohio
$501K +$2.54K +180 +0.5%
Goldman Sachs
131
Goldman Sachs
New York
$495K +$496K +35,103 New
GAM
132
Garrison Asset Management
Arkansas
$483K -$1.4K -99 -0.3%
JP Morgan Chase
133
JP Morgan Chase
New York
$476K +$285K +20,157 +148%
AMM
134
American Money Management
California
$444K -$14.7K -1,044 -3%
CAM
135
Concorde Asset Management
Michigan
$430K +$430K +30,468 New
OC
136
Oarsman Capital
Wisconsin
$428K -$96.2K -6,810 -18%
NFG
137
Next Financial Group
Texas
$427K +$428K +30,309 New
MWAC
138
Mariner Wealth Advisors (Cincinnati)
Ohio
$426K +$11.3K +798 +3%
IIC
139
Ironwood Investment Counsel
Arizona
$419K +$128K +9,078 +44%
BC
140
Bartlett & Co
Ohio
$417K -$8.05K -570 -2%
OCM
141
Osterweis Capital Management
California
$408K – – –
ACM
142
Argentus Capital Management
Texas
$401K -$1.44M -101,679 -78%
NGA
143
Naples Global Advisors
Florida
$392K +$38.8K +2,745 +11%
BFA
144
Beaumont Financial Advisors
Massachusetts
$386K +$86.4K +6,120 +29%
SWP
145
Stratos Wealth Partners
Ohio
$386K +$386K +27,348 New
CA
146
Cetera Advisors
Colorado
$380K -$47.3K -3,348 -11%
SA
147
SRH Advisors
Kansas
$378K – – –
OAM
148
Occidental Asset Management
California
$371K +$466 +33 +0.1%
TPWA
149
TRUE Private Wealth Advisors
Oregon
$369K -$1.78K -126 -0.5%
S
150
SignatureFD
Georgia
$369K +$46.6K +3,300 +14%