MB, Levis & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MB, Levis & Associates’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	$36.5K	Buy	1,151 +9	+0.8%	+$286	0.01%	122
2026 Q1	$35K	Buy	1,142 +9	+0.8%	+$273	0.01%	117
2025 Q4	$31.1K	Buy	1,133 +11	+1%	+$299	0.01%	122
2025 Q3	$30.6K	Sell	1,122 -3,214	-74%	-$87.7K	0.01%	123
2025 Q2	$115K	Buy	4,336 +4,187	+2,810%	+$109K	0.05%	83
2025 Q1	$4.17K	Buy	149 +25	+20%	+$697	﹤0.01%	223
2024 Q4	$3.39K	Buy	+124	New	+$3.52K	﹤0.01%	239

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

MB, Levis & Associates's SCHD Position: Q2 2026 in Review

MB, Levis & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $286 and bringing the position to 1,151 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #122.

MB, Levis & Associates first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q2 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MB, Levis & Associates held 1,151 shares of Schwab US Dividend Equity ETF worth $36.5K as of Q2 2026.
MB, Levis & Associates bought 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #122 holding.
MB, Levis & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
MB, Levis & Associates's Schwab US Dividend Equity ETF position peaked at $115K in Q2 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.