Main Street Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Main Street 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	$306K	Sell	9,664 -1,817	-16%	-$57.6K	0.07%	85
2026 Q1	$352K	Buy	11,481 +32	+0.3%	+$971	0.1%	75
2025 Q4	$314K	Buy	11,449 +85	+0.7%	+$2.31K	0.11%	68
2025 Q3	$310K	Buy	11,364 +73	+0.6%	+$1.99K	0.09%	81
2025 Q2	$299K	Buy	11,291 +1,889	+20%	+$49.3K	0.1%	83
2025 Q1	$263K	Buy	9,402 +50	+0.5%	+$1.39K	0.1%	83
2024 Q4	$255K	Sell	9,352 -269	-3%	-$7.65K	0.09%	83
2024 Q3	$271K	Buy	9,621 +81	+0.8%	+$2.21K	0.11%	86
2024 Q2	$246K	Buy	9,540 +21	+0.2%	+$547	0.1%	89
2024 Q1	$255K	Buy	9,519 +1,974	+26%	+$51K	0.11%	92
2023 Q4	$192K	Buy	+7,545	New	+$180K	0.07%	142

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

Main Street Group's SCHD Position: Q2 2026 in Review

Main Street Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, selling an estimated $57.6K and leaving 9,664 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #85.

Main Street Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Main Street Group held 9,664 shares of Schwab US Dividend Equity ETF worth $306K as of Q2 2026.
Main Street Group sold 1,817 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $57.6K.
Schwab US Dividend Equity ETF made up 0.07% of Main Street Group's portfolio in Q2 2026, its #85 holding.
Main Street Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's Schwab US Dividend Equity ETF position peaked at $352K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.