MPWS
SCHD icon

McCarter Private Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McCarter Private Wealth Services’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 		– Sell
-7,899
Closed -$242K – 201
2026
Q1 		$242K Buy
+7,899
New +$240K 0.11% 151

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

McCarter Private Wealth Services's SCHD Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 7,899 shares — an estimated $242K sold.

McCarter Private Wealth Services first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 7,899 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $242K.
  • McCarter Private Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • McCarter Private Wealth Services's Schwab US Dividend Equity ETF position peaked at $242K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.