We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Physicians Financial Services
North Carolina
$8K +$7.92K +615 New
CA
177
CapWealth Advisors
Tennessee
$7K
ACM
178
Armbruster Capital Management
New York
$7K +$6.57K +510 New
IWMPD
179
Integrated Wealth Management (Palm Desert)
California
$3K -$15.5K -1,200 -83%
RBC
180
Roble Belko & Company
Pennsylvania
$2K -$116 -9 -5%
JWA
181
JFS Wealth Advisors
Pennsylvania
$1K
TIM
182
Tortoise Investment Management
New York
$1K
NMIS
183
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.12K +87 New
RWM
184
RKL Wealth Management
Pennsylvania
$980 -$97K -7,527 -9%
AI
185
Atria Investments
North Carolina
-$5.04M -420,156 Closed
RCG
186
Ruggie Capital Group
Florida
-$1.38M -105,981 Closed
CWA
187
Cypress Wealth Advisors
California
-$733K -61,197 Closed
SMC
188
Smith, Moore & Co
Missouri
-$522K -43,563 Closed
QCMC
189
Quantum Capital Management (California)
California
-$499K -41,676 Closed
Mariner
190
Mariner
Kansas
-$450K -37,518 Closed
AFWA
191
Ancora Family Wealth Advisors
Ohio
-$260K -21,732 Closed
IIC
192
Ironwood Investment Counsel
Arizona
-$242K -20,250 Closed
KF
193
Krilogy Financial
Missouri
-$201K -16,734 Closed
WT
194
Whittier Trust
California
-$8K -642 Closed
MA
195
MCF Advisors
Kentucky
-$4K -300 Closed
ACM
196
Argentus Capital Management
Texas
-$232 -18 -75%
AWMF
197
Arbor Wealth Management (Florida)
Florida
+$77 +6 New