Want to track SCHD and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 W. Travis McKinney HB Wealth Management LLC | 1.78M | $48.01M | $60.72M | $12.7M | 26.45% |
| MC mike Chen Byrne Asset Management LLC | 3,313 | $110,395.14 | $113,818.11 | $3,422.97 | 3.1% |
 Mark Perrault Intergy Private Wealth LLC | 1.28M | $34.28M | $43.81M | $9.53M | 27.81% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 484,713 | $13.02M | $16.56M | $3.54M | 27.15% |
 Taylor Fairman Eagle Rock Investment Company LLC | 16,132 | $435,104.3 | $554,940.8 | $119,836.5 | 27.54% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 32,677 | $856,127.78 | $1.12M | $266,980.71 | 31.18% |
 Nathan Geraci ETF Store Inc. | 57,883 | $1.64M | $1.97M | $332,592.38 | 20.25% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 11,525 | $365,457.75 | $396,018.59 | $30,560.84 | 8.36% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 36 | $982.8 | $1,236.6 | $253.8 | 25.82% |
 Allison Tronnes Forum Financial Management LP | 28,171 | $765,664.94 | $967,673.85 | $202,008.91 | 26.38% |
 Michael O'Connor Capasso Planning Partners LLC | 54,379 | $1.42M | $1.86M | $439,068.63 | 30.97% |
 Paul Elam Oak Harbor Wealth Partners LLC | 133,699 | $3.49M | $4.6M | $1.11M | 31.94% |
| LWL Leo Wealth LLC Leo Wealth LLC | 786,706 | $21.57M | $27.02M | $5.45M | 25.27% |
 William Jollie Quent Capital LLC | 695 | $20,009.73 | $23,699.5 | $3,689.77 | 18.44% |
 Marc H. Stone Tyler-Stone Wealth Management | 111,076 | $3.05M | $3.82M | $764,244.38 | 25.05% |
 Richard A. Flora Key Client Fiduciary Advisors LLC | 22,000 | $616,984.8 | $756,800 | $139,815.2 | 22.66% |
 Missy Straw Nilsine Partners LLC | 6,750 | $210,133.54 | $231,795 | $21,661.46 | 10.31% |
 Dalila Toledo Ascent Group LLC | 10,274 | $325,788.54 | $352,757.79 | $26,969.25 | 8.28% |
| EM Erin Mccann Simplicity Wealth LLC | 70,212 | $2.01M | $2.4M | $388,135.62 | 19.29% |
 Joseph J. Costigan apricus wealth LLC | 10,799 | $300,799.92 | $371,755.57 | $70,955.65 | 23.59% |
2026 © Marketlog. All Rights Reserved.
