CWM
SCHD icon

CMH Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CMH Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$865K Sell
27,285
-450
-2% -$14.3K 0.13% 87
2026
Q1 		$851K Buy
+27,735
New +$841K 0.15% 90

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

CMH Wealth Management's SCHD Position: Q2 2026 in Review

CMH Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, selling an estimated $14.3K and leaving 27,285 shares worth $865K. The position accounts for 0.13% of the portfolio, ranked #87.

CMH Wealth Management first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • CMH Wealth Management held 27,285 shares of Schwab US Dividend Equity ETF worth $865K as of Q2 2026.
  • CMH Wealth Management sold 450 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.3K.
  • Schwab US Dividend Equity ETF made up 0.13% of CMH Wealth Management's portfolio in Q2 2026, its #87 holding.
  • CMH Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.