MWM
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MBE Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MBE Wealth Management’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 		$5.1M Buy
160,983
+3,291
+2% +$104K 1.79% 12
2026
Q1 		$4.84M Sell
157,692
-5,126
-3% -$155K 2.01% 11
2025
Q4 		$4.47M Sell
162,818
-4,250
-3% -$116K 1.87% 12
2025
Q3 		$4.56M Sell
167,068
-18,011
-10% -$491K 1.97% 11
2025
Q2 		$4.9M Buy
185,079
+6,121
+3% +$160K 2.13% 12
2025
Q1 		$5M Buy
178,958
+132,743
+287% +$3.7M 2.39% 11
2024
Q4 		$1.26M Buy
46,215
+624
+1% +$17.7K 0.71% 25
2024
Q3 		$1.28M Sell
45,591
-1,737
-4% -$47.3K 0.71% 23
2024
Q2 		$1.23M Buy
47,328
+6,384
+16% +$166K 0.74% 23
2024
Q1 		$1.1M Buy
40,944
+31,236
+322% +$807K 0.68% 25
2023
Q4 		$246K Buy
+9,708
New +$231K 0.13% 71
2020
Q2 		– Sell
-675
Closed -$10K – 414
2020
Q1 		$10K Buy
+675
New +$12.1K 0.01% 285

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

MBE Wealth Management's SCHD Position: Q2 2026 in Review

MBE Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, buying an estimated $104K and bringing the position to 160,983 shares worth $5.1M. The position accounts for 1.79% of the portfolio, ranked #12.

MBE Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 12 quarters since. 1,057 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • MBE Wealth Management held 160,983 shares of Schwab US Dividend Equity ETF worth $5.1M as of Q2 2026.
  • MBE Wealth Management bought 3,291 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $104K.
  • Schwab US Dividend Equity ETF made up 1.79% of MBE Wealth Management's portfolio in Q2 2026, its #12 holding.
  • MBE Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 12 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.