MeadowBrook Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MeadowBrook Investment Advisors’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	$309K	Sell	9,737 -445	-4%	-$14.1K	0.24%	82
2026 Q1	$312K	Buy	10,182 +325	+3%	+$9.86K	0.28%	77
2025 Q4	$270K	Buy	9,857 +2,450	+33%	+$66.6K	0.23%	87
2025 Q3	$202K	Hold	7,407	–	–	0.17%	109
2025 Q2	$196K	Hold	7,407	–	–	0.18%	114
2025 Q1	$207K	Hold	7,407	–	–	0.19%	110
2024 Q4	$202K	Hold	7,407	–	–	0.18%	113
2024 Q3	$209K	Hold	7,407	–	–	0.19%	102
2024 Q2	$192K	Hold	7,407	–	–	0.18%	107
2024 Q1	$199K	Hold	7,407	–	–	0.19%	109
2023 Q4	$188K	Buy	+7,407	New	+$177K	0.18%	112

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MeadowBrook Investment Advisors's SCHD Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, selling an estimated $14.1K and leaving 9,737 shares worth $309K. The position accounts for 0.24% of the portfolio, ranked #82.

MeadowBrook Investment Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $312K in Q1 2026. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MeadowBrook Investment Advisors held 9,737 shares of Schwab US Dividend Equity ETF worth $309K as of Q2 2026.
MeadowBrook Investment Advisors sold 445 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.1K.
Schwab US Dividend Equity ETF made up 0.24% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #82 holding.
MeadowBrook Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Schwab US Dividend Equity ETF position peaked at $312K in Q1 2026.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.