We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1651
Ridgewood Investments
New Jersey
$94K +$183 +7 +0.2%
AT
1652
Avalon Trust
New Mexico
$90.6K – – –
RTL
1653
Red Tortoise LLC
Georgia
$87.2K +$392 +15 +0.5%
CW
1654
Curio Wealth
Maryland
$85.9K +$84.5K +3,236 +80,900%
TPWA
1655
Twin Peaks Wealth Advisors
California
$85.3K +$82.2K +3,146 New
NEWAS
1656
N.E.W. Advisory Services
Wisconsin
$84.3K -$462K -17,683 -85%
LFA
1657
LGT Financial Advisors
Texas
$81.4K -$32.7K -1,251 -29%
VWWMG
1658
Vermillion & White Wealth Management Group
Pennsylvania
$80K -$2.65M -101,563 -97%
AT
1659
Arlington Trust
Alabama
$79.5K – – –
MJRIC
1660
Mogy Joel R Investment Counsel
California
$79.5K +$78.3K +3,000 New
AWM
1661
Abound Wealth Management
Tennessee
$79K – – –
WCM
1662
Weaver Capital Management
Georgia
$78.1K +$77K +2,947 New
SIC
1663
SJS Investment Consulting
Ohio
$73.5K – – –
NC
1664
North Capital
Utah
$73.1K +$13.9K +532 +24%
GEA
1665
Glen Eagle Advisors
New Jersey
$72.1K +$7.08K +271 +11%
APW
1666
Aventura Private Wealth
Florida
$71.8K – – –
SC
1667
Stephens Consulting
Michigan
$71.7K -$19K -726 -21%
SWIM
1668
Smallwood Wealth Investment Management
New Jersey
$71.2K – – –
HHGA
1669
Halbert Hargrove Global Advisors
California
$69K -$9.92K -380 -13%
CFFP
1670
Center for Financial Planning
Michigan
$68.8K – – –
FLFS
1671
Family Legacy Financial Solutions
North Carolina
$68K +$67K +2,566 New
CI
1672
CX Institutional
Indiana
$63K -$281K -10,763 -82%
RWM
1673
Rialto Wealth Management
New York
$62K – – –
BC
1674
Barrett & Company
Rhode Island
$60K +$14.8K +566 +33%
RF
1675
Robinswood Financial
Washington
$59.7K +$575 +22 +1%
65 66
67
68 69