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 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

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

Mather Group's SCHD Position: Q2 2026 in Review

Mather Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $96.3K and bringing the position to 24,816 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #431.

Mather Group first reported a position in SCHD in Q2 2022 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mather Group held 24,816 shares of Schwab US Dividend Equity ETF worth $787K as of Q2 2026.
Mather Group bought 3,037 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $96.3K.
Schwab US Dividend Equity ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #431 holding.
Mather Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 13 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.