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

MFA Wealth Services’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	$6.24M	Sell	196,877 -5,372	-3%	-$170K	3.73%	5
2026 Q1	$6.21M	Sell	202,249 -25,777	-11%	-$782K	4.11%	5
2025 Q4	$6.25M	Sell	228,026 -1,579	-0.7%	-$42.9K	4.23%	3
2025 Q3	$6.27M	Sell	229,605 -4,226	-2%	-$115K	4.33%	3
2025 Q2	$6.2M	Sell	233,831 -41,450	-15%	-$1.08M	4.66%	4
2025 Q1	$7.7M	Sell	275,281 -59,659	-18%	-$1.66M	6.33%	2
2024 Q4	$9.15M	Buy	+334,940	New	+$9.52M	7.34%	2

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

MFA Wealth Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, selling an estimated $170K and leaving 196,877 shares worth $6.24M. The position accounts for 3.73% of the portfolio, ranked #5.

MFA Wealth Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.15M in Q4 2024. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MFA Wealth Services held 196,877 shares of Schwab US Dividend Equity ETF worth $6.24M as of Q2 2026.
MFA Wealth Services sold 5,372 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $170K.
Schwab US Dividend Equity ETF made up 3.73% of MFA Wealth Services's portfolio in Q2 2026, its #5 holding.
MFA Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Schwab US Dividend Equity ETF position peaked at $9.15M in Q4 2024.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.