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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Medallion Wealth Advisors's SCHD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 62% in Q1 2026, selling an estimated $861K and leaving 17,046 shares worth $523K. The position accounts for 0.17% of the portfolio, ranked #121.

Medallion Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Medallion Wealth Advisors held 17,046 shares of Schwab US Dividend Equity ETF worth $523K as of Q1 2026.
Medallion Wealth Advisors sold 28,369 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $861K.
Schwab US Dividend Equity ETF made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Medallion Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.63M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.