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 (%) |
|---|---|---|---|---|---|
 Thomas Hood Alternative Investment Advisors, LLC. | 7,391 | $226,799 | $243,237.81 | $16,438.81 | 7.25% |
 BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 274,610 | $7.13M | $9.04M | $1.91M | 26.81% |
 Joshua Stipcich Tidemark, LLC | 20,976 | $537,987.5 | $690,320.16 | $152,332.66 | 28.32% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30,894 | $867,054.46 | $1.02M | $149,667.08 | 17.26% |
 Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 457,416 | $11.95M | $15.05M | $3.11M | 26.01% |
 JORDAN GREEN Valley Financial Group, Inc. | 10,695 | $271,782.01 | $351,972.45 | $80,190.44 | 29.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 198,416 | $5.4M | $6.5M | $1.1M | 20.29% |
 Linda J. Farinola OMNI 360 Wealth, Inc. | 37,040 | $947,009.43 | $1.22M | $271,976.97 | 28.72% |
 PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 23,356 | $621,325.2 | $768,645.96 | $147,320.76 | 23.71% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 13,671 | $356,864.59 | $449,912.61 | $93,048.02 | 26.07% |
 Matthew Stead Sachetta, LLC | 134,733 | $3.54M | $4.4M | $859,407.11 | 24.3% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 51,142 | $1.35M | $1.68M | $331,717.27 | 24.55% |
 Christian J. Cyr Cyr Financial Inc. | 13,550 | $367,220.71 | $445,862.75 | $78,642.04 | 21.42% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 291 | $8,928 | $9,504.06 | $576.06 | 6.45% |
 Scott Noble Boomfish Wealth Group, LLC | 9,273 | $284,488 | $305,174.43 | $20,686.43 | 7.27% |
 Chandler te Velde Maia Wealth LLC | 12,775 | $345,660.15 | $420,425.25 | $74,765.1 | 21.63% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 173,105 | $4.84M | $5.7M | $857,889.12 | 17.73% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 1.82M | $46.19M | $59.84M | $13.65M | 29.55% |
 James Morris FMA Wealth Management, LLC | 83,160 | $2.14M | $2.74M | $597,483.24 | 27.93% |
 Jessica Riley Hale GC Wealth Management RIA, LLC | 52,792 | $1.44M | $1.74M | $296,162.97 | 20.55% |
