We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1826
Birch Financial Group
New Hampshire
$243K -$4.6K -145 -2%
FA
1827
Forefront Analytics
Pennsylvania
$243K -$236K -7,443 -49%
EI
1828
Ellevest Inc
New York
$243K +$11.4K +359 +5%
PWG
1829
Private Wealth Group
Florida
$243K +$243K +7,659 New
TSWM
1830
Triangle Securities Wealth Management
North Carolina
$243K -$15.9K -500 -6%
HAC
1831
Harbor Advisory Corp
New Hampshire
$242K – – –
PHAM
1832
Palisades Hudson Asset Management
Florida
$241K – – –
DI
1833
Diligent Investors
California
$241K +$241K +7,600 New
WAM
1834
WNY Asset Management
New York
$239K +$239K +7,524 New
CFG
1835
Copley Financial Group
California
$239K -$18.2K -575 -7%
FCMA
1836
Foresight Capital Management Advisors
Michigan
$238K +$127 +4 +0.1%
PCM
1837
Prospera Capital Management
Arizona
$238K +$234K +7,382 New
PW
1838
PUREfi Wealth
Massachusetts
$238K -$47.6K -1,500 -17%
ARA
1839
Approach Retirement Advisors
Alabama
$238K – – –
DWA
1840
Davis Wealth Advisors
New Hampshire
$238K -$85.8K -2,705 -27%
CP
1841
Canopy Partners
Ohio
$237K +$476 +15 +0.2%
CAS
1842
Coppell Advisory Solutions
Texas
$237K +$429K +13,535 New
NG
1843
Norden Group
Utah
$237K +$730 +23 +0.3%
MF
1844
Manchester Financial
California
$237K -$19.8K -625 -8%
AIA
1845
Alternative Investment Advisors
Florida
$237K +$2.57K +81 +1%
FFS
1846
Flavin Financial Services
Florida
$237K +$1.87K +59 +0.8%
VA
1847
Veratis Advisors
North Carolina
$237K +$237K +7,460 New
SFG
1848
Synergy Financial Group
California
$236K -$5.42K -171 -2%
VPW
1849
Vaquero Private Wealth
Texas
$236K +$236K +7,433 New
CPA
1850
Capital Performance Advisors
California
$235K +$235K +7,407 New
72 73
74
75 76