We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1526
WESPAC Advisors SoCal
California
$248K – – –
IWB
1527
Innovative Wealth Building
Maryland
$248K +$248K +9,074 New
PW
1528
PUREfi Wealth
Massachusetts
$246K -$16.4K -600 -6%
ACM
1529
Avos Capital Management
Washington
$246K – – –
WDL
1530
Well Done LLC
Michigan
$246K – – –
KFGK
1531
Keystone Financial Group (Kentucky)
Kentucky
$245K -$9.52K -349 -4%
AWM
1532
Abound Wealth Management
Tennessee
$245K +$164K +6,002 +201%
FFA
1533
Fi3 Financial Advisors
Indiana
$245K -$24.6K -903 -9%
LTL
1534
Lowery Thomas LLC
California
$245K +$32.5K +1,193 +15%
TPA
1535
Trivium Point Advisory
Connecticut
$244K -$713K -26,144 -74%
JPWM
1536
Jamison Private Wealth Management
Georgia
$244K +$244K +8,946 New
PWM
1537
Provident Wealth Management
Tennessee
$243K – – –
MW
1538
MBL Wealth
North Carolina
$242K -$40.9K -1,500 -14%
TH
1539
Team Hewins
California
$241K – – –
RGC
1540
Roberts, Glore & Co
Illinois
$241K – – –
EW
1541
Evoke Wealth
California
$241K +$241K +8,830 New
TC
1542
TownSquare Capital
Utah
$241K -$474K -17,360 -66%
IP
1543
Ignite Planners
California
$241K +$28.4K +1,041 +13%
KIM
1544
Kestra Investment Management
Texas
$241K -$194K -7,116 -45%
Legacy Financial Group (Iowa)
1545
Legacy Financial Group (Iowa)
Iowa
$240K – – –
HWA
1546
HCR Wealth Advisors
California
$239K +$22.2K +815 +10%
BLC
1547
Brown, Lisle/Cummings
Rhode Island
$238K -$6.14K -225 -3%
PGF
1548
Plan Group Financial
Oklahoma
$238K -$98.4K -3,608 -29%
CWM
1549
ClientFirst Wealth Management
Arkansas
$238K – – –
HWA
1550
HMV Wealth Advisors
Louisiana
$237K – – –