MBE Wealth Management
SCHD icon

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
Q3 		$5.24M Buy
160,989
+6
+0% +$202 1.84% 12
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

MBE Wealth Management's SCHD Position: Q3 2026 in Review

MBE Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0% in Q3 2026, buying an estimated $202 and bringing the position to 160,989 shares worth $5.24M. The position accounts for 1.84% of the portfolio, ranked #12.

MBE Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 13 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • MBE Wealth Management held 160,989 shares of Schwab US Dividend Equity ETF worth $5.24M as of Q3 2026.
  • MBE Wealth Management bought 6 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $202.
  • Schwab US Dividend Equity ETF made up 1.84% of MBE Wealth Management's portfolio in Q3 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 13 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.