We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1626
WoodTrust Financial
Wisconsin
$358K +$95.2K +3,000 +36%
WMA
1627
Wealth Management Associates
New Jersey
$357K +$114K +3,606 +47%
LAS
1628
Legacy Advisory Services
Pennsylvania
$355K +$33K +1,039 +10%
HWM
1629
Heirloom Wealth Management
Colorado
$355K – – –
FSWA
1630
Financial Synergies Wealth Advisors
Texas
$354K +$15.6K +491 +5%
FAN
1631
Financial Advisors Network
California
$353K -$476 -15 -0.1%
CFD
1632
Creative Financial Designs
Indiana
$352K +$141K +4,444 +67%
ACA
1633
Anchor Capital Advisors
Massachusetts
$351K +$351K +11,061 New
GTAM
1634
Global Trust Asset Management
Florida
$350K -$4.76K -150 -1%
RWM
1635
Rialto Wealth Management
New York
$349K +$274K +8,651 +370%
LTL
1636
Lowery Thomas LLC
California
$348K +$15.4K +486 +5%
AW
1637
Atlas Wealth
Ohio
$347K +$348K +10,956 New
GA
1638
GoalVest Advisory
New York
$347K -$23.2K -732 -6%
CTWM
1639
Cherry Tree Wealth Management
Minnesota
$346K – – –
RWA
1640
Roberts Wealth Advisors
California
$345K +$2.67K +84 +0.8%
NWP
1641
Noble Wealth Partners
Colorado
$345K +$345K +10,881 New
AW
1642
Alteri Wealth
California
$344K +$27.3K +861 +9%
AR
1643
Apeiron RIA
Texas
$343K -$310K -9,757 -47%
WJS
1644
William John Sempolinski
Massachusetts
$343K +$343K +10,820 New
ACGA
1645
Atlanta Consulting Group Advisors
Georgia
$343K +$343K +10,808 New
FMWA
1646
Forvis Mazars Wealth Advisors
Missouri
$343K +$349 +11 +0.1%
GWM
1647
Greenhouse Wealth Management
Connecticut
$342K -$416K -13,125 -55%
NWM
1648
Northcape Wealth Management
New York
$342K – – –
AW
1649
Apricus Wealth
South Carolina
$342K +$952 +30 +0.3%
BSTWA
1650
Blake Schutter Theil Wealth Advisors
Ohio
$341K +$5.74K +181 +2%
64 65
66
67 68