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 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

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

Mather Group's SCHD Position: Q1 2026 in Review

Mather Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q1 2026, buying an estimated $89.9K and bringing the position to 21,779 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #426.

Mather Group first reported a position in SCHD in Q2 2022 and has held it in 12 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Mather Group held 21,779 shares of Schwab US Dividend Equity ETF worth $668K as of Q1 2026.
Mather Group bought 2,963 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $89.9K.
Schwab US Dividend Equity ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #426 holding.
Mather Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 12 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.