We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1676
Birch Hill Investment Advisors
Massachusetts
$233K +$231K +8,500 New
CPIA
1677
Cornell Pochily Investment Advisors
New York
$232K -$370K -13,592 -62%
LAM
1678
LOM Asset Management
$232K -$4.62K -170 -2%
CBT
1679
Crews Bank & Trust
Florida
$232K – – –
XWL
1680
XXI Wealth LLC
Illinois
$230K +$228K +8,399 New
SMG
1681
Smart Money Group
Texas
$230K -$32.8K -1,208 -13%
WAAG
1682
Wealth Alliance Advisory Group
Kansas
$229K – – –
SPWG
1683
Syntegra Private Wealth Group
Missouri
$228K – – –
HIMC
1684
Heritage Investors Management Corp
Maryland
$228K – – –
WF
1685
WoodTrust Financial
Wisconsin
$228K +$226K +8,294 New
ME
1686
McIlrath & Eck
Washington
$226K -$127K -4,684 -36%
BFA
1687
Ballast Financial Advisors
Pennsylvania
$224K +$222K +8,159 New
W
1688
WealthCollab
Washington
$224K +$299 +11 +0.1%
FPCG
1689
Forum Private Client Group
Indiana
$222K -$113K -4,154 -34%
TSWM
1690
Triangle Securities Wealth Management
North Carolina
$222K -$6.39K -235 -3%
MF
1691
Manchester Financial
California
$222K -$6.8K -250 -3%
WT
1692
Whittier Trust
California
$222K – – –
LAM
1693
Lewis Asset Management
California
$222K -$82 -3 -0%
FWM
1694
Finer Wealth Management
Massachusetts
$221K -$48.8K -1,796 -18%
GBWM
1695
Granite Bay Wealth Management
New Hampshire
$221K +$218 +8 +0.1%
MCA
1696
Midwest Capital Advisors
Michigan
$220K +$2.17K +80 +1%
DWT
1697
Dorsey & Whitney Trust
South Dakota
$219K +$218K +8,000 New
TIM
1698
Total Investment Management
Arizona
$219K +$217K +7,983 New
BWP
1699
BSW Wealth Partners
Colorado
$219K -$2.34K -86 -1%
HFS
1700
Heritage Financial Services
Massachusetts
$218K -$42.7K -1,569 -17%
66 67
68
69 70