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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rakuten Investment Management
Japan
$1.13B +$1.13B +41,592,034 New
LPL Financial
2
LPL Financial
California
$991M -$79.7M -2,922,645 -7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$956M +$761M +27,911,798 +393%
SLI
4
Sumitomo Life Insurance
Japan
$848M +$847M +31,050,000 New
WANY
5
Wealthspire Advisors (New York)
New York
$772M -$19.1M -701,458 -2%
Morgan Stanley
6
Morgan Stanley
New York
$743M -$27.3M -1,001,507 -4%
Bank of America
7
Bank of America
North Carolina
$719M -$60.3M -2,208,571 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$492M -$32.5M -1,190,327 -6%
Raymond James Financial
9
Raymond James Financial
Florida
$448M -$30.2M -1,105,795 -6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$425M -$43M -1,574,783 -9%
UBS Group
11
UBS Group
Switzerland
$396M -$31.3M -1,145,704 -7%
Wealthfront Advisers
12
Wealthfront Advisers
California
$360M -$7.77M -284,685 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$327M +$16.2M +593,265 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$325M -$2.24M -81,989 -0.7%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$316M -$13.4M -491,137 -4%
APP
16
Avantax Planning Partners
Iowa
$266M +$7.65M +280,277 +3%
Wells Fargo
17
Wells Fargo
California
$263M -$13.3M -488,988 -5%
Ameriprise
18
Ameriprise
Minnesota
$254M -$150M -5,489,564 -37%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$210M -$38.3M -1,402,658 -15%
Mariner
20
Mariner
Kansas
$198M -$15.9M -582,778 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$188M +$1.04M +38,268 +0.6%
Cerity Partners
22
Cerity Partners
New York
$180M +$27.4M +1,005,469 +18%
KFP
23
Keystone Financial Planning
Ohio
$168M -$5.23M -191,864 -3%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$166M +$4.12M +150,965 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$162M -$2.9M -106,395 -2%