We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MinichMacGregor Wealth Management
New York
$65K +$63.6K +4,938 New
JIC
152
Joel Isaacson & Co
New York
$62K +$28.9K +2,241 +88%
KCPG
153
Kavar Capital Partners Group
Kansas
$59K -$3.6K -279 -6%
FNBT
154
FineMark National Bank & Trust
Florida
$58K
CDIA
155
Capital Directions Investment Advisors
Georgia
$55K +$55.5K +4,311 New
HNB
156
Huntington National Bank
Ohio
$50K
SSB
157
Sandy Spring Bank
Maryland
$48K
SEI Investments
158
SEI Investments
Pennsylvania
$47K -$27.2K -2,112 -37%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$45K
WA
160
Winfield Associates
Ohio
$42K
AssetMark Inc
161
AssetMark Inc
California
$41K +$36.5K +2,829 +813%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$39K
WIC
163
Woodmont Investment Counsel
Tennessee
$36K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$30K -$17.5K -1,356 -37%
LIA
165
LS Investment Advisors
Michigan
$23K
FIB
166
First Interstate Bank
Montana
$19K
FPFS
167
First Personal Financial Services
North Carolina
$18K +$39 +3 +0.2%
BlackRock
168
BlackRock
New York
$17K +$17.4K +1,350 New
MFT
169
Moisand Fitzgerald Tamayo
Florida
$14K +$14.4K +1,119 New
MSFP
170
Mark Sheptoff Financial Planning
Connecticut
$13K +$12.6K +975 New
EK
171
Evensky & Katz
Florida
$12K -$1.66K -129 -12%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.6K +900 New
BWA
173
Burt Wealth Advisors
Maryland
$10K +$39 +3 +0.4%
WEC
174
Winslow Evans & Crocker
Massachusetts
$8.68K
TFO
175
Tarbox Family Office
California
$8K