Forvis Mazars Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Forvis Mazars Wealth Advisors’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	$343K	Buy	10,805 +11	+0.1%	+$349	0.01%	355
2026 Q1	$331K	Buy	+10,794	New	+$327K	0.01%	338
2024 Q4	–	Sell	-10,029	Closed	-$283K	–	427
2024 Q3	$283K	Buy	10,029 +1,134	+13%	+$30.9K	0.01%	391
2024 Q2	$231K	Sell	8,895 -1,038	-10%	-$27K	0.01%	382
2024 Q1	$267K	Buy	9,933 +75	+0.8%	+$1.94K	0.01%	361
2023 Q4	$250K	Sell	9,858 -699	-7%	-$16.7K	0.01%	355
2023 Q3	$249K	Buy	+10,557	New	+$259K	0.01%	351
2018 Q2	–	Sell	-30,750	Closed	-$503K	–	240
2018 Q1	$503K	Hold	30,750	–	–	0.05%	141
2017 Q4	$524K	Buy	+30,750	New	+$505K	0.05%	144

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCHD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.1% in Q2 2026, buying an estimated $349 and bringing the position to 10,805 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #355.

Forvis Mazars Wealth Advisors first reported a position in SCHD in Q4 2017 and has held it in 9 quarters since. The position peaked at $524K in Q4 2017. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Forvis Mazars Wealth Advisors held 10,805 shares of Schwab US Dividend Equity ETF worth $343K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 11 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $349.
Schwab US Dividend Equity ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $524K in Q4 2017.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.