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

Members Wealth’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	$695K	Sell	21,924 -79	-0.4%	-$2.51K	0.38%	47
2026 Q1	$682K	Sell	22,003 -65	-0.3%	-$1.97K	0.41%	42
2025 Q4	$644K	Sell	22,068 -112,896	-84%	-$3.07M	0.4%	47
2025 Q3	$3.72M	Buy	+134,964	New	+$3.68M	2.35%	11
2025 Q1	$3.81M	Buy	136,376 +8,151	+6%	+$227K	2.88%	7
2024 Q4	$3.55M	Buy	+128,225	New	+$3.65M	2.65%	8
2024 Q2	$3.67M	Buy	+402,729	New	+$10.5M	2.46%	10

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Members Wealth's SCHD Position: Q2 2026 in Review

Members Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q2 2026, selling an estimated $2.51K and leaving 21,924 shares worth $695K. The position accounts for 0.38% of the portfolio, ranked #47.

Members Wealth first reported a position in SCHD in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Members Wealth held 21,924 shares of Schwab US Dividend Equity ETF worth $695K as of Q2 2026.
Members Wealth sold 79 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.51K.
Schwab US Dividend Equity ETF made up 0.38% of Members Wealth's portfolio in Q2 2026, its #47 holding.
Members Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's Schwab US Dividend Equity ETF position peaked at $3.81M in Q1 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.