Mayflower Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mayflower Financial 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	$18.2M	Buy	574,381 +43,122	+8%	+$1.37M	1.57%	10
2026 Q1	$16.3M	Buy	531,259 +7,945	+2%	+$241K	1.98%	6
2025 Q4	$14.4M	Buy	523,314 +51,058	+11%	+$1.39M	1.74%	8
2025 Q3	$12.9M	Buy	472,256 +62,425	+15%	+$1.7M	1.62%	9
2025 Q2	$10.9M	Buy	409,831 +133,698	+48%	+$3.49M	1.51%	8
2025 Q1	$7.72M	Buy	276,133 +17,994	+7%	+$502K	1.17%	14
2024 Q4	$7.05M	Buy	258,139 +32,821	+15%	+$933K	1.05%	19
2024 Q3	$6.35M	Buy	225,318 +46,647	+26%	+$1.27M	0.96%	21
2024 Q2	$4.63M	Sell	178,671 -1,452	-0.8%	-$37.8K	0.76%	35
2024 Q1	$4.84M	Sell	180,123 -17,631	-9%	-$455K	0.81%	28
2023 Q4	$5.02M	Buy	197,754 +17,622	+10%	+$420K	0.69%	38
2023 Q3	$4.25M	Sell	180,132 -94,059	-34%	-$2.31M	0.64%	39
2023 Q2	$6.64M	Sell	274,191 -35,544	-11%	-$849K	0.86%	27
2023 Q1	$7.55M	Buy	309,735 +23,829	+8%	+$596K	0.99%	24
2022 Q4	$7.2M	Buy	285,906 +254,589	+813%	+$6.28M	1%	24
2022 Q3	$693K	Buy	31,317 +1,128	+4%	+$27.4K	0.11%	142
2022 Q2	$721K	Hold	30,189	–	–	0.11%	142
2022 Q1	$794K	Buy	30,189 +2,211	+8%	+$57.9K	0.11%	139
2021 Q4	$754K	Hold	27,978	–	–	0.1%	144
2021 Q3	$722K	Hold	27,978	–	–	0.1%	145
2021 Q2	$705K	Buy	27,978 +1,650	+6%	+$41.7K	0.1%	142
2021 Q1	$640K	Hold	26,328	–	–	0.09%	140
2020 Q4	$563K	Buy	+26,328	New	+$534K	0.1%	139

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Mayflower Financial Advisors's SCHD Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q2 2026, buying an estimated $1.37M and bringing the position to 574,381 shares worth $18.2M. The position accounts for 1.57% of the portfolio, ranked #10.

Mayflower Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 831 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mayflower Financial Advisors held 574,381 shares of Schwab US Dividend Equity ETF worth $18.2M as of Q2 2026.
Mayflower Financial Advisors bought 43,122 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.37M.
Schwab US Dividend Equity ETF made up 1.57% of Mayflower Financial Advisors's portfolio in Q2 2026, its #10 holding.
Mayflower Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
831 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.