MBL Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MBL Wealth’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	$315K	Hold	9,926	–	–	0.02%	274
2026 Q1	$305K	Buy	9,926 +1,014	+11%	+$30.8K	0.02%	260
2025 Q4	$244K	Buy	8,912 +32	+0.4%	+$870	0.02%	260
2025 Q3	$242K	Sell	8,880 -1,500	-14%	-$40.9K	0.02%	225
2025 Q2	$275K	Sell	10,380 -471	-4%	-$12.3K	0.03%	203
2025 Q1	$303K	Sell	10,851 -200	-2%	-$5.58K	0.03%	175
2024 Q4	$302K	Sell	11,051 -1,252	-10%	-$35.6K	0.03%	175
2024 Q3	$347K	Sell	12,303 -1,161	-9%	-$31.6K	0.04%	151
2024 Q2	$349K	Buy	+13,464	New	+$350K	0.04%	148
2023 Q1	–	Sell	-8,490	Closed	-$214K	–	177
2022 Q4	$214K	Sell	8,490 -6,600	-44%	-$163K	0.04%	150
2022 Q3	$334K	Sell	15,090 -2,400	-14%	-$58.3K	0.07%	115
2022 Q2	$418K	Sell	17,490 -3,750	-18%	-$95.4K	0.1%	103
2022 Q1	$559K	Buy	+21,240	New	+$556K	0.14%	91
2021 Q3	$843K	Buy	+34,050	New	+$865K	0.29%	49
2021 Q1	$1.43M	Buy	58,890 +10,698	+22%	+$243K	0.5%	46
2020 Q4	$1.03M	Buy	+48,192	New	+$977K	0.41%	46

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

MBL Wealth's SCHD Position: Q2 2026 in Review

MBL Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,926 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #274.

MBL Wealth first reported a position in SCHD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.43M in Q1 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MBL Wealth held 9,926 shares of Schwab US Dividend Equity ETF worth $315K as of Q2 2026.
MBL Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #274 holding.
MBL Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 16 quarters since.
MBL Wealth's Schwab US Dividend Equity ETF position peaked at $1.43M in Q1 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.