We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
151
Great Valley Advisor Group
Delaware
$23.6M -$472K -18,058 -2%
EI
152
eCIO Inc
Wisconsin
$23.4M +$1.78M +68,197 +8%
AFG
153
Albion Financial Group
Utah
$23.4M +$8.33M +318,881 +57%
RA
154
RFG Advisory
Alabama
$23M +$1.84M +70,580 +9%
CA
155
Capital Advantage
California
$22.9M +$710K +27,185 +3%
PAS
156
Park Avenue Securities
New York
$22.8M +$22.5M +861,845 New
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$22.4M -$4.84M -185,298 -18%
MAM
158
McCarthy Asset Management
California
$22.3M -$1.03M -39,588 -4%
NA
159
NewEdge Advisors
Louisiana
$22.3M -$2.61M -99,923 -11%
Corient Private Wealth
160
Corient Private Wealth
Florida
$22.1M -$1.32M -50,679 -6%
SWGC
161
Summit Wealth Group (Colorado)
Colorado
$22.1M +$21.8M +835,035 New
LWL
162
Leo Wealth LLC
Texas
$22M +$20.9M +799,379 +2,690%
IWC
163
Integrated Wealth Concepts
Massachusetts
$21.9M +$2.1M +80,319 +11%
Fayez Sarofim & Co
164
Fayez Sarofim & Co
Texas
$21.7M +$21.4M +820,000 New
LWM
165
LongView Wealth Management
Georgia
$21.7M +$112K +4,286 +0.5%
IA
166
IFP Advisors
Florida
$21.5M +$745K +28,541 +4%
TWM
167
Tradition Wealth Management
Minnesota
$21.5M +$796K +30,492 +4%
CRC
168
Curi RMB Capital
Illinois
$21.4M +$1.85M +70,768 +10%
SA
169
Sanctuary Advisors
Indiana
$21.3M -$7.05K -270 -0%
FC
170
Financial Consulate
Maryland
$21.2M +$533K +20,423 +3%
AA
171
Armis Advisers
Georgia
$21.1M +$5.53M +211,815 +38%
FFA
172
Farther Finance Advisors
California
$20.9M +$2.33M +89,066 +13%
WL
173
WIT LLC
District of Columbia
$20.9M +$20.6M +786,995 New
EWA
174
Exencial Wealth Advisors
Oklahoma
$20.6M +$922K +35,316 +5%
JF
175
Joule Financial
Kentucky
$20.4M +$553K +21,177 +3%