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

MFA 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	$862K	Sell	27,175 -3,758	-12%	-$119K	0.15%	56
2026 Q1	$949K	Sell	30,933 -571	-2%	-$17.3K	0.19%	48
2025 Q4	$864K	Sell	31,504 -2,722	-8%	-$74K	0.18%	51
2025 Q3	$934K	Sell	34,226 -1,236,488	-97%	-$33.7M	0.2%	52
2025 Q2	$33.7M	Sell	1,270,714 -212,729	-14%	-$5.56M	7.9%	4
2025 Q1	$41.5M	Buy	1,483,443 +5,364	+0.4%	+$150K	10.27%	2
2024 Q4	$40.4M	Buy	1,478,079 +243,297	+20%	+$6.92M	10.33%	2
2024 Q3	$34.8M	Buy	1,234,782 +716,673	+138%	+$19.5M	7.61%	2
2024 Q2	$13.4M	Sell	518,109 -6,345	-1%	-$165K	2.93%	10
2024 Q1	$14.1M	Sell	524,454 -672	-0.1%	-$17.4K	3.71%	8
2023 Q4	$13.3M	Buy	525,126 +5,883	+1%	+$140K	3.75%	8
2023 Q3	$12.2M	Buy	519,243 +25,872	+5%	+$635K	3.8%	7
2023 Q2	$11.9M	Buy	493,371 +10,083	+2%	+$241K	3.76%	7
2023 Q1	$11.8M	Buy	483,288 +5,691	+1%	+$142K	3.88%	7
2022 Q4	$12M	Sell	477,597 -7,038	-1%	-$174K	4.35%	7
2022 Q3	$10.7M	Buy	484,635 +19,215	+4%	+$467K	3.97%	8
2022 Q2	$11.1M	Buy	465,420 +11,154	+2%	+$284K	4.06%	6
2022 Q1	$11.9M	Buy	454,266 +19,896	+5%	+$521K	3.81%	6
2021 Q4	$11.7M	Buy	434,370 +17,727	+4%	+$461K	4.95%	4
2021 Q3	$10.3M	Buy	416,643 +9,963	+2%	+$253K	4.73%	4
2021 Q2	$10.3M	Buy	406,680 +75,570	+23%	+$1.91M	4.63%	5
2021 Q1	$8.04M	Buy	331,110 +49,143	+17%	+$1.12M	3.9%	6
2020 Q4	$6.03M	Buy	281,967 +1,149	+0.4%	+$23.3K	5.37%	6
2020 Q3	$5.18M	Sell	280,818 -4,806	-2%	-$88.4K	5.5%	8
2020 Q2	$4.93M	Buy	+285,624	New	+$4.82M	3.18%	12
2020 Q1	–	Sell	-406,128	Closed	-$7.84M	–	56
2019 Q4	$7.84M	Buy	406,128 +22,881	+6%	+$429K	5.69%	5
2019 Q3	$7M	Buy	383,247 +12,810	+3%	+$229K	5.7%	5
2019 Q2	$6.55M	Sell	370,437 -1,212	-0.3%	-$21.3K	4.93%	6
2019 Q1	$6.47M	Buy	+371,649	New	+$6.25M	4.26%	6

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

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

MFA Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, selling an estimated $119K and leaving 27,175 shares worth $862K. The position accounts for 0.15% of the portfolio, ranked #56.

MFA Wealth Advisors first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. The position peaked at $41.5M in Q1 2025. 1,062 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MFA Wealth Advisors held 27,175 shares of Schwab US Dividend Equity ETF worth $862K as of Q2 2026.
MFA Wealth Advisors sold 3,758 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $119K.
Schwab US Dividend Equity ETF made up 0.15% of MFA Wealth Advisors's portfolio in Q2 2026, its #56 holding.
MFA Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
MFA Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $41.5M in Q1 2025.
1,062 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.