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 Q2	$3.23M	Buy	101,816 +5,541	+6%	+$176K	0.44%	61
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

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

MainStreet Investment Advisors's SCHD Position: Q2 2026 in Review

MainStreet Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q2 2026, buying an estimated $176K and bringing the position to 101,816 shares worth $3.23M. The position accounts for 0.44% of the portfolio, ranked #61.

MainStreet Investment Advisors first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MainStreet Investment Advisors held 101,816 shares of Schwab US Dividend Equity ETF worth $3.23M as of Q2 2026.
MainStreet Investment Advisors bought 5,541 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $176K.
Schwab US Dividend Equity ETF made up 0.44% of MainStreet Investment Advisors's portfolio in Q2 2026, its #61 holding.
MainStreet Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.