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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B -$2.16M -76,124 -10%
Bank of America
2
Bank of America
North Carolina
$1.36B +$779M +27,394,520 +123%
LPL Financial
3
LPL Financial
California
$992M +$48.9M +1,720,606 +5%
Morgan Stanley
4
Morgan Stanley
New York
$778M +$22M +773,394 +3%
SLI
5
Sumitomo Life Insurance
Japan
$733M
AAS
6
Avantax Advisory Services
Texas
$710M +$14.1M +496,258 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$593M +$617M +21,703,476 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$536M +$15.4M +540,938 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$498M +$13.7M +482,443 +3%
Ameriprise
10
Ameriprise
Minnesota
$476M +$3.69M +129,943 +0.8%
UBS Group
11
UBS Group
Switzerland
$436M +$15.8M +556,390 +4%
WANY
12
Wealthspire Advisors (New York)
New York
$414M -$6.13M -215,756 -1%
Wealthfront Advisers
13
Wealthfront Advisers
California
$391M -$6.02M -211,828 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$359M +$8.1M +284,884 +2%
Wells Fargo
15
Wells Fargo
California
$336M +$14.4M +505,207 +4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$313M +$16.6M +583,856 +5%
OWM
17
Orgel Wealth Management
Wisconsin
$302M -$48.6M -1,709,762 -13%
APP
18
Avantax Planning Partners
Iowa
$256M +$1.79M +62,989 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$248M +$14.2M +499,432 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$246M -$22.6M -794,164 -8%
Mariner
21
Mariner
Kansas
$224M +$35.7M +1,255,753 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$194M +$11.1M +390,564 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$166M +$14.3M +502,316 +9%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$157M +$5.37M +188,890 +3%
Cerity Partners
25
Cerity Partners
New York
$154M +$59.2M +2,083,517 +59%