Mainsail Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mainsail 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	$2.25M	Sell	71,087 -51,360	-42%	-$1.63M	0.77%	28
2026 Q1	$3.76M	Sell	122,447 -4,629	-4%	-$140K	1.57%	20
2025 Q4	$3.49M	Sell	127,076 -495	-0.4%	-$13.5K	1.45%	22
2025 Q3	$3.48M	Buy	127,571 +257	+0.2%	+$7.01K	1.5%	22
2025 Q2	$3.42M	Buy	+127,314	New	+$3.32M	1.59%	21

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 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 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

Mainsail Financial Group's SCHD Position: Q2 2026 in Review

Mainsail Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, selling an estimated $1.63M and leaving 71,087 shares worth $2.25M. The position accounts for 0.77% of the portfolio, ranked #28.

Mainsail Financial Group first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2026. 536 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mainsail Financial Group held 71,087 shares of Schwab US Dividend Equity ETF worth $2.25M as of Q2 2026.
Mainsail Financial Group sold 51,360 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.63M.
Schwab US Dividend Equity ETF made up 0.77% of Mainsail Financial Group's portfolio in Q2 2026, its #28 holding.
Mainsail Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Mainsail Financial Group's Schwab US Dividend Equity ETF position peaked at $3.76M in Q1 2026.
536 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.