We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1776
TBH Global Asset Management
Tennessee
$265K +$444 +14 +0.2%
SPWG
1777
Syntegra Private Wealth Group
Missouri
$264K – – –
GP
1778
Geneva Partners
Wisconsin
$264K +$264K +8,311 New
YIH
1779
Y-Intercept (HK)
Hong Kong
$263K -$23.2K -732 -8%
BFA
1780
Ballast Financial Advisors
Pennsylvania
$262K -$3.65K -115 -1%
XSC
1781
X-Square Capital
Puerto Rico
$262K +$262K +8,267 New
SWA
1782
Sightline Wealth Advisors
Connecticut
$262K +$48.1K +1,515 +22%
CF
1783
Carter Financial
California
$262K – – –
XWL
1784
XXI Wealth LLC
Illinois
$260K +$1.97K +62 +0.8%
FWM
1785
Finer Wealth Management
Massachusetts
$260K -$2.6K -82 -1%
DPI
1786
Diversified Portfolios Inc
Michigan
$259K +$259K +8,177 New
CBT
1787
Crews Bank & Trust
Florida
$259K -$9.68K -305 -4%
YP
1788
YANKCOM Partnership
South Dakota
$258K – – –
JTWM
1789
Jackson Thornton Wealth Management
Alabama
$258K +$1.87K +59 +0.7%
CWS
1790
Confluence Wealth Services
Pennsylvania
$257K +$257K +8,103 New
WP
1791
Westmount Partners
California
$256K +$256K +8,084 New
HWA
1792
HMV Wealth Advisors
Louisiana
$256K – – –
WDL
1793
Well Done LLC
Michigan
$256K -$29.6K -933 -10%
SFGP
1794
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$255K – – –
BSCCG
1795
Blue Sky Capital Consultants Group
California
$255K -$15.9K -500 -6%
FWP
1796
Falcon Wealth Planning
California
$255K +$14.7K +462 +6%
WWMSC
1797
Wagner Wealth Management (South Carolina)
South Carolina
$255K +$2K +63 +0.8%
MCA
1798
Midwest Capital Advisors
Michigan
$254K – – –
SOWAS
1799
Silver Oak Wealth Advisors Services
California
$252K – – –
PCH
1800
PGIM Custom Harvest
New Jersey
$251K +$251K +7,926 New
70 71
72
73 74