We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1501
Strategic Financial Partners
Oregon
$279K +$2.48K +89 +0.9%
NA
1502
Nautilus Advisors
California
$278K -$335 -12 -0.1%
RBCM
1503
Raub Brock Capital Management
California
$277K +$2.45K +88 +0.9%
FFA
1504
Fi3 Financial Advisors
Indiana
$276K – – –
PWM
1505
PTM Wealth Management
United States
$275K +$316K +11,323 New
RWRC
1506
R.W. Roge & Company
New York
$275K – – –
FSWA
1507
Financial Synergies Wealth Advisors
Texas
$274K +$4.77K +171 +2%
WWM
1508
Wolff Wiese Magana
California
$274K +$1.59K +57 +0.6%
RCAG
1509
Rehmann Capital Advisory Group
Michigan
$273K +$10K +360 +4%
CFS
1510
Commonwealth Financial Services
West Virginia
$273K +$4.52K +162 +2%
CP
1511
Clarendon Private
Massachusetts
$270K +$1.87K +67 +0.7%
WA
1512
Wealth Architects
California
$270K +$269K +9,655 New
WIC
1513
Woodmont Investment Counsel
Tennessee
$270K -$77.9K -2,793 -22%
PCFFS
1514
Pacific Center for Financial Services
California
$270K +$2.37K +85 +0.9%
PWM
1515
Puff Wealth Management
New Jersey
$270K +$269K +9,641 New
GT
1516
Greenleaf Trust
Michigan
$270K -$84.4K -3,028 -24%
C1AG
1517
Client 1st Advisory Group
Florida
$269K +$268K +9,615 New
LMKC
1518
L.M. Kohn & Company
Ohio
$267K +$267K +9,566 New
AW
1519
Apricus Wealth
South Carolina
$267K +$2.29K +82 +0.9%
OC
1520
Oakworth Capital
Alabama
$265K – – –
OWA
1521
Outlook Wealth Advisors
Texas
$264K +$42.8K +1,536 +19%
BWP
1522
BSW Wealth Partners
Colorado
$263K +$263K +9,423 New
BWS
1523
Buck Wealth Strategies
Colorado
$263K +$262K +9,405 New
MSG
1524
Main Street Group
Virginia
$263K +$1.39K +50 +0.5%
MIM
1525
Marco Investment Management
Georgia
$262K – – –
59 60
61
62 63