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

Mather 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 Q3	$1.03M	Buy	31,554 +6,738	+27%	+$227K	0.01%	369
2026 Q2	$787K	Buy	24,816 +3,037	+14%	+$96.3K	0.01%	431
2026 Q1	$668K	Buy	21,779 +2,963	+16%	+$89.9K	0.01%	426
2025 Q4	$516K	Buy	18,816 +953	+5%	+$25.9K	0.01%	394
2025 Q3	$488K	Buy	17,863 +2	+0%	+$55	﹤0.01%	411
2025 Q2	$473K	Buy	17,861 +4,567	+34%	+$119K	0.01%	399
2025 Q1	$372K	Buy	13,294 +1,144	+9%	+$31.9K	﹤0.01%	438
2024 Q4	$332K	Buy	12,150 +2,850	+31%	+$81K	﹤0.01%	450
2024 Q3	$262K	Sell	9,300 -4,356	-32%	-$119K	﹤0.01%	497
2024 Q2	$367K	Buy	13,656 +4,356	+47%	+$113K	﹤0.01%	482
2024 Q1	$236K	Sell	9,300 -108	-1%	-$2.79K	﹤0.01%	490
2023 Q4	$239K	Buy	+9,408	New	+$224K	﹤0.01%	506
2023 Q3	–	Sell	-450	Closed	-$10.9K	–	613
2023 Q2	$10.9K	Buy	+450	New	+$10.8K	﹤0.01%	590
2022 Q3	–	Sell	-19,242	Closed	-$459K	–	479
2022 Q2	$459K	Buy	+19,242	New	+$489K	0.01%	258

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Mather Group's SCHD Position: Q3 2026 in Review

Mather Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 27% in Q3 2026, buying an estimated $227K and bringing the position to 31,554 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #369.

Mather Group first reported a position in SCHD in Q2 2022 and has held it in 14 quarters since. 724 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Mather Group held 31,554 shares of Schwab US Dividend Equity ETF worth $1.03M as of Q3 2026.
Mather Group bought 6,738 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $227K.
Schwab US Dividend Equity ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #369 holding.
Mather Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 14 quarters since.
724 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.