We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1551
Cherry Tree Wealth Management
Minnesota
$300K – – –
WMP
1552
Wealth Management Partners
Arizona
$299K +$19.7K +725 +7%
MSCM
1553
McElhenny Sheffield Capital Management
Texas
$298K +$16.3K +600 +6%
SWA
1554
Sightline Wealth Advisors
Connecticut
$297K -$163K -5,993 -36%
NWM
1555
Northcape Wealth Management
New York
$296K – – –
GAM
1556
Grandview Asset Management
Pennsylvania
$296K -$27.7K -1,020 -9%
PRP
1557
Peak Retirement Planning
Ohio
$295K -$103K -3,794 -26%
LFP
1558
Leeward Financial Partners
Washington
$295K -$24.7K -909 -8%
AW
1559
Apricus Wealth
South Carolina
$295K -$76.5K -2,813 -21%
DIM
1560
Delta Investment Management
California
$294K +$29.8K +1,097 +11%
TWM
1561
Tanglewood Wealth Management
Texas
$293K – – –
RP
1562
Rowlandmiller & Partners
Georgia
$293K +$290K +10,663 New
PA
1563
Procyon Advisors
Connecticut
$290K -$59.2K -2,177 -17%
BSCCG
1564
Blue Sky Capital Consultants Group
California
$289K -$21.8K -801 -7%
MFC
1565
Morris Financial Concepts
South Carolina
$289K – – –
KFG
1566
Kingdom Financial Group
Arizona
$289K +$286K +10,532 New
BSTWA
1567
Blake Schutter Theil Wealth Advisors
Ohio
$289K +$286K +10,518 New
DAM
1568
Delta Asset Management
Tennessee
$288K – – –
UF
1569
Univest Financial
Pennsylvania
$288K +$54 +2 +0%
LSA
1570
Lansing Street Advisors
Pennsylvania
$287K +$49.9K +1,836 +21%
IPA
1571
Investment Planning Advisors
Georgia
$287K +$2.72K +100 +1%
TC
1572
Tenret Company
Florida
$286K – – –
FA
1573
FF Advisors
California
$285K +$67.3K +2,476 +31%
JHCP
1574
Jackson Hole Capital Partners
Oklahoma
$284K – – –
BTI
1575
Blue Trust Inc
Georgia
$284K -$31.5K -1,157 -10%
61 62
63
64 65