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 Q3	$6.62M	Buy	203,610 +6,733	+3%	+$227K	3.93%	4
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	+$9.5M	7.34%	2

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

MFA Wealth Services's SCHD Position: Q3 2026 in Review

MFA Wealth Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q3 2026, buying an estimated $227K and bringing the position to 203,610 shares worth $6.62M. The position accounts for 3.93% of the portfolio, ranked #4.

MFA Wealth Services first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.15M in Q4 2024. 672 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MFA Wealth Services held 203,610 shares of Schwab US Dividend Equity ETF worth $6.62M as of Q3 2026.
MFA Wealth Services bought 6,733 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $227K.
Schwab US Dividend Equity ETF made up 3.93% of MFA Wealth Services's portfolio in Q3 2026, its #4 holding.
MFA Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Schwab US Dividend Equity ETF position peaked at $9.15M in Q4 2024.
672 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.