MSWM
SCHD icon

McGlone Suttner Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McGlone Suttner 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 		$1.48M Buy
46,745
+1,083
+2% +$34.4K 0.17% 63
2026
Q1 		$1.4M Buy
45,662
+1,804
+4% +$54.7K 0.19% 63
2025
Q4 		$1.2M Buy
43,858
+842
+2% +$22.9K 0.16% 65
2025
Q3 		$1.17M Buy
43,016
+157
+0.4% +$4.28K 0.16% 64
2025
Q2 		$1.14M Buy
42,859
+1,845
+4% +$48.2K 0.17% 63
2025
Q1 		$1.15M Buy
41,014
+1,016
+3% +$28.3K 0.19% 59
2024
Q4 		$1.09M Sell
39,998
-4,729
-11% -$134K 0.18% 58
2024
Q3 		$1.26M Sell
44,727
-2,067
-4% -$56.3K 0.26% 49
2024
Q2 		$1.19M Buy
46,794
+3,042
+7% +$79.2K 0.24% 48
2024
Q1 		$1.18M Sell
43,752
-3,042
-7% -$78.6K 0.22% 50
2023
Q4 		$1.19M Sell
46,794
-2,748
-6% -$65.5K 0.23% 48
2023
Q3 		$1.17M Buy
49,542
+276
+0.6% +$6.77K 0.27% 41
2023
Q2 		$1.19M Buy
49,266
+84
+0.2% +$2.01K 0.27% 41
2023
Q1 		$1.2M Sell
49,182
-1,464
-3% -$36.6K 0.31% 37
2022
Q4 		$1.28M Buy
+50,646
New +$1.25M 0.4% 34

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

McGlone Suttner Wealth Management's SCHD Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 46,745 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #63.

McGlone Suttner Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 925 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • McGlone Suttner Wealth Management held 46,745 shares of Schwab US Dividend Equity ETF worth $1.48M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 1,083 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $34.4K.
  • Schwab US Dividend Equity ETF made up 0.17% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #63 holding.
  • McGlone Suttner Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 925 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.