We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
1551
BG Investment Services
Guam
$234K +$243K +8,556 New
SM
1552
Sensible Money
Arizona
$233K +$28 +1 +0%
W
1553
WealthCollab
Washington
$233K +$227 +8 +0.1%
TWM
1554
TCFG Wealth Management
California
$233K -$29.3K -1,030 -11%
BHWM
1555
Bar Harbor Wealth Management
New Hampshire
$232K -$56.9K -2,000 -19%
WF
1556
WoodTrust Financial
Wisconsin
$231K +$241K +8,472 New
LSA
1557
Lansing Street Advisors
Pennsylvania
$230K +$2.25K +79 +0.9%
WC
1558
Waterloo Capital
Texas
$227K +$27.1K +953 +13%
HFS
1559
Hughes Financial Services
Virginia
$227K +$236K +8,304 New
SOWAS
1560
Silver Oak Wealth Advisors Services
California
$226K +$235K +8,270 New
BB
1561
Busey Bank
Illinois
$226K +$4.97K +175 +2%
FFG
1562
Fiduciary Financial Group
California
$225K +$237K +8,349 New
CWM
1563
Calamos Wealth Management
Illinois
$224K +$57 +2 +0%
BCP
1564
Blue Chip Partners
Michigan
$222K +$2.13K +75 +0.9%
BOC
1565
Bull Oak Capital
California
$221K -$15K -526 -6%
UB
1566
UMB Bank
Missouri
$221K – – –
HG
1567
Harbor Group
New Hampshire
$219K +$228K +8,027 New
CCMG
1568
Clark Capital Management Group
Pennsylvania
$219K +$228K +8,016 New
BWP
1569
Balboa Wealth Partners
Arizona
$218K -$744K -26,160 -77%
DIM
1570
Delta Investment Management
California
$218K +$227K +7,985 New
HFS
1571
Heritage Financial Services
Massachusetts
$217K +$226K +7,938 New
BLC
1572
Brown, Lisle/Cummings
Rhode Island
$217K +$8.53K +300 +4%
LWM
1573
Lodestone Wealth Management
Washington
$217K -$1.28K -45 -0.6%
PFM
1574
Peak Financial Management
Massachusetts
$216K – – –
OWA
1575
Outlook Wealth Advisors
Texas
$216K – – –
61 62
63
64 65