M Holdings Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-10,803	Closed	-$262K	–	283
2023 Q2	$262K	Sell	10,803 -23,118	-68%	-$552K	0.05%	159
2023 Q1	$827K	Buy	+33,921	New	+$848K	0.09%	181

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

M Holdings Securities's SCHD Position: Q2 2026 in Review

M Holdings Securities sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 24,644 shares — an estimated $781K sold.

M Holdings Securities first reported a position in SCHD in Q4 2018 and held it in 12 quarters. The position peaked at $1.02M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

M Holdings Securities reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 24,644 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $781K.
M Holdings Securities first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 12 quarters.
M Holdings Securities's Schwab US Dividend Equity ETF position peaked at $1.02M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.