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

Medallion Wealth 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	$401K	Sell	12,654 -4,392	-26%	-$139K	0.13%	151
2026 Q1	$523K	Sell	17,046 -28,369	-62%	-$861K	0.17%	121
2025 Q4	$1.25M	Sell	45,415 -8,753	-16%	-$238K	0.42%	61
2025 Q3	$1.48M	Sell	54,168 -19,723	-27%	-$538K	0.53%	46
2025 Q2	$2M	Sell	73,891 -20,503	-22%	-$535K	0.77%	27
2025 Q1	$2.63M	Buy	94,394 +7,430	+9%	+$207K	1.19%	15
2024 Q4	$2.38M	Buy	+86,964	New	+$2.47M	1.18%	17

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

Medallion Wealth Advisors's SCHD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q2 2026, selling an estimated $139K and leaving 12,654 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #151.

Medallion Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q1 2025. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Medallion Wealth Advisors held 12,654 shares of Schwab US Dividend Equity ETF worth $401K as of Q2 2026.
Medallion Wealth Advisors sold 4,392 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $139K.
Schwab US Dividend Equity ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Medallion Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.63M in Q1 2025.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.