Stock
SCHD
| Ownership Count: | 2643 |
| Ownership Count: | 2643 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.42% |
Added 214.92%
|
36,314,776 | $992,119,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.16% |
Added 821.21%
|
35,479,834 | $969,309,000.0 |
| SUMITOMO LIFE INSURANCE CO | 13.86% |
Added 200.00%
|
26,820,000 | $732,722,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 4.54% |
Added 205.84%
|
26,003,626 | $710,419,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.22% |
No Change
|
21,703,476 | $592,938,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.18% |
Added 208.50%
|
19,626,674 | $536,200,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.42% |
Added 208.16%
|
18,222,676 | $497,843,000.0 |
| AMERIPRISE FINANCIAL INC | 0.16% |
Added 202.39%
|
17,364,055 | $474,109,000.0 |
| UBS Group AG | 0.14% |
Added 196.99%
|
15,258,606 | $416,865,000.0 |
| Wealthspire Advisors, LLC | 4.15% |
Added 195.79%
|
15,144,112 | $413,737,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.55% |
Added 206.65%
|
13,130,560 | $358,727,000.0 |
| Orgel Wealth Management, LLC | 7.89% |
Added 159.84%
|
11,062,243 | $302,220,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.15% |
Added 2338.38%
|
10,172,722 | $791,030,000.0 |
| Charles Schwab Investment Advisory, Inc. | 1.08% |
No Change
|
9,721,361 | $783,833,000.0 |
| Avantax Planning Partners, Inc. | 9.27% |
Added 202.03%
|
9,380,983 | $256,288,000.0 |