We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
201
CWA Asset Management Group
Florida
$230K +$228K +15,498 New
CCA
202
Cobblestone Capital Advisors
New York
$227K +$226K +15,300 New
AA
203
Ancora Advisors
Ohio
$226K +$840 +57 +0.4%
SWP
204
Stratos Wealth Partners
Ohio
$220K -$459K -31,107 -68%
CIC
205
Carnegie Investment Counsel
Ohio
$220K -$25.9K -1,755 -11%
EWM
206
Empirical Wealth Management
Washington
$220K +$218K +14,781 New
JIC
207
Johnson Investment Counsel
Ohio
$210K +$209K +14,184 New
CWM
208
Confluence Wealth Management
Oregon
$204K +$202K +13,725 New
CHJWM
209
Carlton Hofferkamp & Jenks Wealth Management
Texas
$204K +$203K +13,755 New
SWA
210
Sutton Wealth Advisors
Florida
$202K – – –
LCM
211
Leisure Capital Management
California
$200K +$198K +13,464 New
JFA
212
JNBA Financial Advisors
Minnesota
$183K – – –
GT
213
Glenmede Trust
Pennsylvania
$171K +$152K +10,329 +840%
DAM
214
Delta Asset Management
Tennessee
$170K – – –
AF
215
Allworth Financial
California
$163K -$53.8K -3,651 -25%
FFC
216
First Financial Corp
Indiana
$147K -$11.1K -750 -7%
MA
217
MUFG Americas
New York
$139K +$6.19K +420 +5%
SEI Investments
218
SEI Investments
Pennsylvania
$125K -$1.19K -81 -1%
DSC
219
Duncker Streett & Co
Missouri
$125K – – –
US Bancorp
220
US Bancorp
Minnesota
$125K +$124K +8,430 New
WAM
221
Watermark Asset Management
California
$110K +$109K +7,389 New
BTIS
222
BB&T Investment Services
North Carolina
$109K – – –
OAM
223
Oppenheimer Asset Management
New York
$94K +$93K +6,306 New
MWM
224
MinichMacGregor Wealth Management
New York
$90K -$36.1K -2,448 -29%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$90K – – –