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McDonald Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McDonald Partners’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 		$136K Buy
+4,300
New +$136K 0.03% 245
2022
Q1 		– Sell
-62,166
Closed -$1.67M – 606
2021
Q4 		$1.67M Buy
+62,166
New +$1.62M 1.55% 20

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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

McDonald Partners's SCHD Position: Q2 2026 in Review

McDonald Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 4,300 shares worth $136K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SCHD as recently as Q4 2021.

McDonald Partners first reported a position in SCHD in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2021. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • McDonald Partners held 4,300 shares of Schwab US Dividend Equity ETF worth $136K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new McDonald Partners position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #245 holding.
  • McDonald Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's Schwab US Dividend Equity ETF position peaked at $1.67M in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.