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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.04B +$11.2M +430,511 +1%
WANY
2
Wealthspire Advisors (New York)
New York
$768M -$14.9M -572,036 -2%
Bank of America
3
Bank of America
North Carolina
$757M -$96.2M -3,682,812 -11%
AAS
4
Avantax Advisory Services
Texas
$754M +$20.8M +796,001 +3%
Morgan Stanley
5
Morgan Stanley
New York
$748M -$29.6M -1,134,063 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$509M +$28.3M +1,083,206 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$464M -$95.9M -3,671,429 -17%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$454M -$16.6M -636,708 -4%
UBS Group
9
UBS Group
Switzerland
$415M +$4.78M +183,170 +1%
Ameriprise
10
Ameriprise
Minnesota
$392M -$71.9M -2,751,935 -16%
Wealthfront Advisers
11
Wealthfront Advisers
California
$357M -$12.3M -471,036 -3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$330M +$10.8M +412,988 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$318M -$39M -1,493,290 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$299M +$31.8M +1,217,005 +12%
Wells Fargo
15
Wells Fargo
California
$269M +$4.69M +179,402 +2%
APP
16
Avantax Planning Partners
Iowa
$251M -$4.58M -175,375 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$241M -$1.86M -71,198 -0.8%
Mariner
18
Mariner
Kansas
$208M -$10.4M -399,333 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$188M +$7.46M +285,560 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$182M +$2.2M +84,206 +1%
KFP
21
Keystone Financial Planning
Ohio
$168M +$22.3M +854,298 +16%
MML Investors Services
22
MML Investors Services
Massachusetts
$161M +$4.85M +185,649 +3%
CCWM
23
Cassaday & Co Wealth Management
Virginia
$157M +$137K +5,252 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$150M -$469K -17,946 -0.3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$149M -$938K -35,912 -0.6%