M1FG
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Mach-1 Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mach-1 Financial Group’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 		$669K Buy
21,106
+3,361
+19% +$107K 0.26% 44
2026
Q1 		$544K Sell
17,745
-7,315
-29% -$222K 0.19% 77
2025
Q4 		$687K Buy
25,060
+9,120
+57% +$248K 0.14% 133
2025
Q3 		$435K Sell
15,940
-2,857
-15% -$77.9K 0.07% 129
2025
Q2 		$498K Sell
18,797
-6,578
-26% -$172K 0.15% 114
2025
Q1 		$709K Buy
+25,375
New +$707K 0.21% 116
2024
Q4 		– Sell
-17,166
Closed -$484K – 79
2024
Q3 		$484K Buy
17,166
+642
+4% +$17.5K 0.3% 37
2024
Q2 		$429K Buy
16,524
+1,308
+9% +$34K 0.29% 37
2024
Q1 		$409K Buy
15,216
+423
+3% +$10.9K 0.31% 33
2023
Q4 		$375K Buy
14,793
+1,368
+10% +$32.6K 0.14% 166
2023
Q3 		$317K Buy
13,425
+654
+5% +$16K 0.13% 168
2023
Q2 		$309K Buy
12,771
+5,529
+76% +$132K 0.09% 167
2023
Q1 		$9.68K Buy
+7,242
New +$181K 0.06% 134
2022
Q4 		– Sell
-843
Closed -$18K – 392
2022
Q3 		$18K Hold
843
– – 0.02% 172
2022
Q2 		$19K Buy
+843
New +$21.4K 0.01% 183

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Mach-1 Financial Group's SCHD Position: Q2 2026 in Review

Mach-1 Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $107K and bringing the position to 21,106 shares worth $669K. The position accounts for 0.26% of the portfolio, ranked #44.

Mach-1 Financial Group first reported a position in SCHD in Q2 2022 and has held it in 15 quarters since. The position peaked at $709K in Q1 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Mach-1 Financial Group held 21,106 shares of Schwab US Dividend Equity ETF worth $669K as of Q2 2026.
  • Mach-1 Financial Group bought 3,361 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $107K.
  • Schwab US Dividend Equity ETF made up 0.26% of Mach-1 Financial Group's portfolio in Q2 2026, its #44 holding.
  • Mach-1 Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 15 quarters since.
  • Mach-1 Financial Group's Schwab US Dividend Equity ETF position peaked at $709K in Q1 2025.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.