Notable Holders of SCHWAB US DIVIDEND EQUITY ETF (SCHD)
|
Expand Research on SCHD
|
* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| Parallel Advisors, LLC | ETF | 1,641,892 | 3.43% | 13F |
| BP WEALTH MANAGEMENT, LLC | ETF | 503,911 | 1.05% | 13F |
| MADISON INVESTMENT HOLDINGS INC | US DIVIDEND EQ | 458,509 | 0.96% | 13F |
| CAPTRUST FINANCIAL ADVISORS | ETF | 454,798 | 0.95% | 13F |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | EXCHANGE TRADED FUND | 346,678 | 0.72% | 13F |
| True Link Financial Advisors, LLC | ETF | 327,045 | 0.68% | 13F |
| COLONY GROUP LLC | ETF | 322,159 | 0.67% | 13F |
| Capital Advantage, Inc. | ETF | 266,912 | 0.56% | 13F |
| Integrated Investment Consultants, LLC | COM | 245,028 | 0.51% | 13F |
| Certified Advisory Corp | ETF | 239,664 | 0.50% | 13F |
| Wellesley Investment Partners, LLC | US DIVIDEND EQ | 225,367 | 0.47% | 13F |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | ETF | 204,292 | 0.43% | 13F |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | US DIVIDEND EQ | 204,107 | 0.43% | 13F |
| Madison Asset Management, LLC | ETF | 196,385 | 0.41% | 13F |
| TITLEIST ASSET MANAGEMENT, LLC | US DIVIDEND EQ | 172,495 | 0.36% | 13F |
| METROPOLITAN LIFE INSURANCE CO/NY | US DIVIDEN | 152,900 | 0.32% | 13F |
| YHB Investment Advisors, Inc. | ETF | 148,907 | 0.31% | 13F |
| Retirement Group, LLC | US DIVIDEND EQ | 130,620 | 0.27% | 13F |
| FURE FINANCIAL CORP | US DIVIDEND EQ | 125,374 | 0.26% | 13F |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ETF | 119,292 | 0.25% | 13F |
| Strategic Blueprint, LLC | ETF | 114,173 | 0.24% | 13F |
| NBT BANK N A /NY | Com | 109,781 | 0.23% | 13F |
| FIFTH THIRD SECURITIES, INC. | Exchange Traded Fund | 106,355 | 0.22% | 13F |
| Ledyard National Bank | Com | 103,256 | 0.22% | 13F |
| TITLEIST ASSET MANAGEMENT, LTD. | US DIVIDEND EQ | 100,023 | 0.21% | 13F |
| USAdvisors Wealth Management, LLC | US DIVIDEND EQ | 95,350 | 0.20% | 13F |
| Arkadios Wealth Advisors | ETF | 94,255 | 0.20% | 13F |
| CARY STREET PARTNER INVESTMENT ADVISORY LLC | ETF | 91,503 | 0.19% | 13F |
| Sunbelt Securities, Inc. | ETF | 87,430 | 0.18% | 13F |
| Burns Matteson Capital Management, LLC | ETF | 83,677 | 0.17% | 13F |
| AdvisorNet Financial, Inc | ETF | 83,442 | 0.17% | 13F |
| Live Your Vision, LLC | ETF | 78,023 | 0.16% | 13F |
| CapWealth Advisors, LLC | ETF | 76,729 | 0.16% | 13F |
| Opus Capital Group, LLC | US DIVIDEND EQ | 74,339 | 0.16% | 13F |
| Carroll Financial Associates, Inc. | ETF | 74,154 | 0.15% | 13F |
| OLD DOMINION CAPITAL MANAGEMENT INC | ETF | 62,857 | 0.13% | 13F |
| Rollins Financial | ETF | 60,917 | 0.13% | 13F |
| DIXON HUBARD FEINOUR & BROWN INC/VA | ETF | 60,535 | 0.13% | 13F |
| Archford Capital Strategies, LLC | US DIVIDEND EQ | 59,715 | 0.12% | 13F |
| EverSource Wealth Advisors, LLC | ETF | 55,431 | 0.12% | 13F |
| GREAT LAKES ADVISORS, LLC | ETF | 54,295 | 0.11% | 13F |
| Capital Planning LLC | Exchange Traded Fund | 51,962 | 0.11% | 13F |
| O'Connor Financial Group LLC | ETF | 50,230 | 0.10% | 13F |
| Broadleaf Partners, LLC | ETF | 44,326 | 0.09% | 13F |
| Edge Capital Group, LLC | ETF | 43,976 | 0.09% | 13F |
| Clearview Wealth Advisors LLC | ETF | 41,971 | 0.09% | 13F |
| Future Financial Wealth Managment LLC | ETF | 41,647 | 0.09% | 13F |
| CoreCap Advisors, LLC | ETF | 40,989 | 0.09% | 13F |
| Baker Avenue Asset Management, LP | ETF | 40,029 | 0.08% | 13F |
| Trust Co | US DIVIDEND EQ | 38,937 | 0.08% | 13F |
| Laurel Wealth Advisors, Inc. | ETF | 38,456 | 0.08% | 13F |
| Scott & Selber, Inc. | ETF | 37,055 | 0.08% | 13F |
| Commonwealth Retirement Investments LLC | ETF | 36,647 | 0.08% | 13F |
| Castle Financial & Retirement Planning Associates, Inc. | ETF | 34,212 | 0.07% | 13F |
| Princeton Global Asset Management LLC | ETF | 33,659 | 0.07% | 13F |
| Eidelman Virant Capital | US DIVIDEND EQ | 33,357 | 0.07% | 13F |
| Davis Capital Management | ETF | 32,876 | 0.07% | 13F |
| HEADINVEST, LLC | ETF | 32,708 | 0.07% | 13F |
| Lenox Wealth Advisors, Inc. | COM | 32,606 | 0.07% | 13F |
| OHE FINANCIAL INC | ETF | 31,364 | 0.07% | 13F |
| Gradient Capital Advisors, LLC | ETF | 29,268 | 0.06% | 13F |
| Modus Advisors, LLC | ETF | 24,621 | 0.05% | 13F |
| Capital Market Strategies LLC | ETF | 23,961 | 0.05% | 13F |
| LifeSteps Financial, Inc. | ETF | 23,532 | 0.05% | 13F |
| WARNER FINANCIAL, INC | ETF | 22,677 | 0.05% | 13F |
| Mengis Capital Management, Inc. | FD | 22,570 | 0.05% | 13F |
| Essex Financial Services, Inc. | ETF | 22,539 | 0.05% | 13F |
| Missouri Trust & Investment Co | US DIVIDEND EQ | 21,610 | 0.05% | 13F |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | ETF | 20,088 | 0.04% | 13F |
| YorkBridge Wealth Partners, LLC | ETF | 19,894 | 0.04% | 13F |
| VitalStone Financial, LLC | ETF | 19,573 | 0.04% | 13F |
| FIRST FINANCIAL CORP /IN/ | Com | 18,917 | 0.04% | 13F |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 18,364 | 0.04% | 13F |
| Pinkerton Retirement Specialists, LLC | US DIVIDEND EQ | 17,557 | 0.04% | 13F |
| North Star Investment Management Corp. | ETF | 15,997 | 0.03% | 13F |
| Beaumont Financial Partners, LLC | US DIVIDEND EQ | 15,806 | 0.03% | 13F |
| Highwater Wealth Management, LLC | ETF | 15,332 | 0.03% | 13F |
| ARKANSAS FINANCIAL GROUP, INC. | US DIVIDEND EQ | 14,558 | 0.03% | 13F |
| Capital Square, LLC | COM | 14,305 | 0.03% | 13F |
| JMG Financial Group, Ltd. | COM | 14,244 | 0.03% | 13F |
| Select Asset Management & Trust | ETF | 14,064 | 0.03% | 13F |
| CREATIVE FINANCIAL DESIGNS INC /ADV | ETF | 13,662 | 0.03% | 13F |
| OARSMAN CAPITAL, INC. | ETF | 13,453 | 0.03% | 13F |
| Bartlett & Co. LLC | EX TRD EQ FD | 13,422 | 0.03% | 13F |
| Legacy Financial Advisors, Inc. | ETF | 13,351 | 0.03% | 13F |
| Beaumont Financial Advisors, LLC | US DIVIDEND EQ | 13,288 | 0.03% | 13F |
| EisnerAmper Wealth Management Corporate Benefits, LLC | ETF | 12,798 | 0.03% | 13F |
| Baldwin Investment Management, LLC | Schwab ETF | 12,727 | 0.03% | 13F |
| Vantage Investment Advisors, LLC | COM | 12,231 | 0.03% | 13F |
| Wealth Advisory Solutions, LLC | COM | 11,764 | 0.02% | 13F |
| Sandy Spring Bank | US DIVIDEND EQ | 11,647 | 0.02% | 13F |
| SWS Partners | COM | 11,411 | 0.02% | 13F |
| AVALON ADVISORS, LLC | COM | 11,315 | 0.02% | 13F |
| Ethos Financial Group, LLC | ETF | 10,608 | 0.02% | 13F |
| ST GERMAIN D J CO INC | ETF | 10,506 | 0.02% | 13F |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | ETF | 10,468 | 0.02% | 13F |
| APPLETON PARTNERS INC/MA | ETF | 10,395 | 0.02% | 13F |
| Front Row Advisors LLC | ETF | 10,387 | 0.02% | 13F |
| Reby Advisors, LLC | ETF | 10,370 | 0.02% | 13F |
| Stevard, LLC | US DIVIDEND EQ | 10,318 | 0.02% | 13F |
| FARMERS & MERCHANTS INVESTMENTS INC | US DIVIDEND EQ | 10,290 | 0.02% | 13F |
| Fusion Capital, LLC | US DIVIDEND EQ | 10,003 | 0.02% | 13F |
| Guardian Wealth Management, Inc. | ETF | 9,722 | 0.02% | 13F |
| Bank of New Hampshire | US DIVIDEND EQ | 9,305 | 0.02% | 13F |
| PATTEN & PATTEN INC/TN | COM | 9,212 | 0.02% | 13F |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | COM | 8,484 | 0.02% | 13F |
| Dorsey & Whitney Trust CO LLC | US DIVIDEND EQ | 8,299 | 0.02% | 13F |
| PFG Financial Advisors | ETF | 7,664 | 0.02% | 13F |
| HBC Financial Services, PLLC | Exchange-Traded Fund | 7,250 | 0.02% | 13F |
| Salomon & Ludwin, LLC | ETF | 6,874 | 0.01% | 13F |
| Bogart Wealth, LLC | ETF | 6,862 | 0.01% | 13F |
| LYELL WEALTH MANAGEMENT, LP | ETF | 6,808 | 0.01% | 13F |
| 55I, LLC | ETF | 6,677 | 0.01% | 13F |
| Rosenberg Matthew Hamilton | ETF | 6,613 | 0.01% | 13F |
| Crescent Grove Advisors, LLC | ETF | 6,163 | 0.01% | 13F |
| Valeo Financial Advisors, LLC | ETF | 6,040 | 0.01% | 13F |
| SEGALL BRYANT & HAMILL | ETF | 5,227 | 0.01% | 13F |
| Disciplined Investments, LLC | ETF | 5,107 | 0.01% | 13F |
| Meadow Creek Wealth Advisors LLC | Exchange Traded Funds (Country B | 5,011 | 0.01% | 13F |
| Worth Asset Management, LLC | ETF | 5,009 | 0.01% | 13F |
| Vigilare Wealth Management | ETF | 4,989 | 0.01% | 13F |
