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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$864M +$48.3M +1,957,629 +6%
CSIA
2
Charles Schwab Investment Advisory
California
$702M +$6.73M +272,736 +1%
LPL Financial
3
LPL Financial
California
$680M +$100M +4,056,492 +18%
Ameriprise
4
Ameriprise
Minnesota
$649M +$156M +6,318,801 +33%
Morgan Stanley
5
Morgan Stanley
New York
$584M +$67.5M +2,733,159 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$575M +$85.9M +3,478,878 +18%
AWA
7
Arete Wealth Advisors
Illinois
$567M +$31.6K +1,281 +6%
Bank of America
8
Bank of America
North Carolina
$542M +$17.9M +723,552 +3%
AAS
9
Avantax Advisory Services
Texas
$492M +$151M +6,120,171 +46%
WANY
10
Wealthspire Advisors (New York)
New York
$450M +$13.1M +530,088 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$398M +$10.3M +418,932 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$396M +$54.4M +2,205,600 +16%
UBS Group
13
UBS Group
Switzerland
$355M +$63.5M +2,571,996 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$334M +$54.2M +2,194,410 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$326M +$97.4M +3,945,171 +44%
Wells Fargo
16
Wells Fargo
California
$302M +$99.5M +4,032,483 +51%
OWM
17
Orgel Wealth Management
Wisconsin
$266M +$2.49M +100,845 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$266M +$49.4M +2,003,250 +23%
APP
19
Avantax Planning Partners
Iowa
$265M +$10.4M +420,597 +4%
MFG
20
Merit Financial Group
Georgia
$245M +$12.7M +515,523 +6%
MIH
21
Meitav Investment House
Israel
$186M +$12.7M +515,025 +8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$184M +$7.17M +290,634 +4%
Mariner
23
Mariner
Kansas
$150M +$17.6M +711,264 +14%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$143M +$28.4M +1,149,945 +25%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$142M +$10.6M +429,864 +8%