Mesirow Financial Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mesirow Financial Investment 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	$15.2M	Sell	478,115 -4,265	-0.9%	-$135K	0.24%	94
2026 Q1	$14.8M	Buy	482,380 +178,293	+59%	+$5.41M	0.24%	97
2025 Q4	$8.34M	Sell	304,087 -159,194	-34%	-$4.33M	0.17%	104
2025 Q3	$12.6M	Buy	463,281 +4,433	+1%	+$121K	0.23%	97
2025 Q2	$12.2M	Buy	458,848 +20,087	+5%	+$525K	0.24%	93
2025 Q1	$12.3M	Buy	438,761 +9,097	+2%	+$254K	0.24%	93
2024 Q4	$11.7M	Buy	429,664 +15,328	+4%	+$436K	0.23%	93
2024 Q3	$11.7M	Buy	414,336 +19,761	+5%	+$538K	0.23%	97
2024 Q2	$10.2M	Buy	394,575 +7,563	+2%	+$197K	0.23%	98
2024 Q1	$10.4M	Buy	387,012 +64,617	+20%	+$1.67M	0.24%	98
2023 Q4	$8.18M	Buy	+322,395	New	+$7.68M	0.3%	74

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

Mesirow Financial Investment Management's SCHD Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.88% in Q2 2026, selling an estimated $135K and leaving 478,115 shares worth $15.2M. The position accounts for 0.24% of the portfolio, ranked #94.

Mesirow Financial Investment Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mesirow Financial Investment Management held 478,115 shares of Schwab US Dividend Equity ETF worth $15.2M as of Q2 2026.
Mesirow Financial Investment Management sold 4,265 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
Schwab US Dividend Equity ETF made up 0.24% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #94 holding.
Mesirow Financial Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.