News + Filings Key Docs Ownership
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Schwab US Dividend Equity ETF (SCHD)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 10,114,703 | 1,110,089 | 739,991,604,000 | 0.58 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 9,099,029 | -706,906 | 660,569,082,000 | 0.21 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 8,166,601 | 429,727 | 593,058,746,000 | 0.06 | |
Hist
| 06/30/2023 |
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Wealthfront Advisers LLC
| 8,089,100 | -625,163 | 587,430,442,000 | 2.49 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 8,020,273 | -89,988 | 582,432,227,000 | 0.75 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 7,368,475 | -389,403 | 535,098,642,000 | 0.06 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 7,192,468 | 2,719,531 | 522,316,950,000 | 5.97 | |
Hist
| 06/30/2023 |
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Wealthspire Advisors, LLC
| 6,039,169 | 81,186 | 441,825,608,000 | 7.58 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 5,633,458 | 339,549 | 409,101,701,000 | 0.18 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 4,985,977 | 142,914 | 362,081,650,000 | 0.12 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 4,695,571 | 279,653 | 340,935,996,000 | | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 4,316,194 | 1,511,152 | 326,047,356,000 | 0.66 | |
Hist
| 12/31/2022 |
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Orgel Wealth Management, LLC
| 4,129,293 | 708,484 | 299,869,239,000 | 9.91 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 4,125,179 | 716,187 | 299,570,501,000 | 0.03 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 3,829,139 | 2,068,909 | 278,073,000,000 | 0.07 | |
Hist
| 06/30/2023 |
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Avantax Planning Partners, Inc.
| 3,504,082 | 140,199 | 264,698,332,000 | 10.50 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 3,522,216 | 51,372 | 255,783,370,000 | 0.07 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 2,566,943 | 137,041 | 187,797,582,000 | 1.64 | |
Hist
| 03/31/2023 |
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Corient Private Wealth LLC
| 2,116,365 | 2,116,365 | 153,690,403,000 | 0.35 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 2,100,663 | 114,956 | 152,551,550,000 | 0.41 | |
Hist
| 06/30/2023 |
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Cresset Asset Management, LLC
| 1,710,271 | 1,682,230 | 124,199,862,000 | 0.15 | |
Hist
| 06/30/2023 |
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Keystone Financial Planning, Inc.
| 1,680,787 | 3,745 | 118,932,500,000 | 41.55 | |
Hist
| 09/30/2023 |
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FIFTH THIRD BANCORP
| 1,544,816 | 531,735 | 116,695,401,000 | 0.56 | |
Hist
| 12/31/2022 |
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Cassaday & Co Wealth Management LLC
| 1,575,933 | 161,583 | 114,444,224,000 | 4.54 | |
Hist
| 06/30/2023 |
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KEYBANK NATIONAL ASSOCIATION/OH
| 1,558,638 | 33,390 | 114,029,959,000 | 0.54 | |
Hist
| 03/31/2023 |
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CENTRAL TRUST Co
| 1,397,526 | 223,304 | 105,569,083,000 | 3.25 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 1,390,588 | 539,311 | 105,045,618,000 | 0.10 | |
Hist
| 12/31/2022 |
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HighTower Advisors, LLC
| 1,397,137 | -116,658 | 101,462,000,000 | 0.20 | |
Hist
| 06/30/2023 |
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Asset Advisors Investment Management, LLC
| 1,311,558 | -36,039 | 95,245,364,000 | 12.13 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 1,152,524 | 257,920 | 87,061,656,000 | 0.15 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 1,097,573 | 221,049 | 79,705,751,000 | 0.80 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 1,055,468 | 54,192 | 76,648,163,000 | 0.10 | |
Hist
| 06/30/2023 |
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FIDUCIARY TRUST CO
| 984,860 | 624,930 | 72,052,358,000 | 1.34 | |
Hist
| 03/31/2023 |
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Rezny Wealth Management, Inc.
| 957,664 | 73,322 | 69,545,560,000 | 23.43 | |
Hist
| 06/30/2023 |
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CULLEN/FROST BANKERS, INC.
| 792,262 | 94,069 | 57,534,066,000 | 0.98 | |
Hist
| 06/30/2023 |
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