MainStreet Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MainStreet Investment 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 Q1	$2.95M	Buy	96,275 +20,400	+27%	+$619K	0.44%	59
2025 Q4	$2.08M	Buy	75,875 +8,265	+12%	+$225K	0.3%	72
2025 Q3	$1.85M	Buy	67,610 +26,250	+63%	+$716K	0.25%	76
2025 Q2	$1.1M	Buy	41,360 +30,535	+282%	+$797K	0.15%	91
2025 Q1	$303K	Buy	+10,825	New	+$302K	0.04%	137

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MainStreet Investment Advisors's SCHD Position: Q1 2026 in Review

MainStreet Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 27% in Q1 2026, buying an estimated $619K and bringing the position to 96,275 shares worth $2.95M. The position accounts for 0.44% of the portfolio, ranked #59.

MainStreet Investment Advisors first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

MainStreet Investment Advisors held 96,275 shares of Schwab US Dividend Equity ETF worth $2.95M as of Q1 2026.
MainStreet Investment Advisors bought 20,400 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $619K.
Schwab US Dividend Equity ETF made up 0.44% of MainStreet Investment Advisors's portfolio in Q1 2026, its #59 holding.
MainStreet Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.