We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
151
Park Avenue Securities
New York
$23.7M -$274K -10,050 -1%
SFP
152
Sweet Financial Partners
Minnesota
$23.6M -$702K -25,785 -3%
CFP
153
Curran Financial Partners
South Carolina
$23.6M +$1.21M +44,538 +6%
DWM
154
Dakota Wealth Management
Florida
$23.5M -$1.08M -39,486 -5%
CA
155
Capital Advantage
California
$23.2M +$662K +24,309 +3%
TPCW
156
TD Private Client Wealth
New York
$22.6M +$481K +17,646 +2%
HCM
157
Hengehold Capital Management
Ohio
$22.6M +$4.74K +174 +0%
MNA
158
Manning & Napier Advisors
New York
$22.2M +$637K +23,373 +3%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$22.2M +$43.5M +1,598,517 +212%
SI
160
Stephens Inc
Arkansas
$22.2M +$3.01M +110,439 +16%
FC
161
Financial Consulate
Maryland
$22M +$208K +7,632 +1%
FCAS
162
First Command Advisory Services
Texas
$22M +$2.75M +100,983 +15%
IWC
163
Integrated Wealth Concepts
Massachusetts
$21.9M -$6.98M -256,164 -25%
GVAG
164
Great Valley Advisor Group
Delaware
$21.9M +$2.43M +89,088 +13%
FT
165
Fiduciary Trust
Massachusetts
$21.6M -$7.99M -293,376 -28%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$21.4M +$12.1M +444,318 +139%
HF
167
Halpern Financial
Virginia
$21.4M +$719K +26,409 +4%
TWM
168
Tradition Wealth Management
Minnesota
$21.3M +$253K +9,300 +1%
AFP
169
Ausdal Financial Partners
Iowa
$21.3M -$3.21M -117,987 -14%
KMWM
170
Keudell/Morrison Wealth Management
Oregon
$21.1M +$2.73M +100,197 +15%
MAG
171
Members Advisory Group
New York
$21M -$1.93M -71,007 -9%
OIA
172
OneDigital Investment Advisors
Kansas
$20.8M -$395K -14,490 -2%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$20.7M +$179K +6,573 +0.9%
PSIWM
174
Paradigm Strategies in Wealth Management
Minnesota
$20.6M +$120K +4,419 +0.6%
EWA
175
Exencial Wealth Advisors
Oklahoma
$20.6M +$703K +25,803 +4%