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

MFG Wealth 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	$2.04M	Sell	64,208 -8,683	-12%	-$275K	1.46%	30
2026 Q1	$2.24M	Sell	72,891 -339	-0.5%	-$10.3K	1.85%	21
2025 Q4	$2.01M	Buy	73,230 +462	+0.6%	+$12.6K	1.57%	33
2025 Q3	$1.99M	Buy	+72,768	New	+$1.99M	1.5%	33

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

MFG Wealth Management's SCHD Position: Q2 2026 in Review

MFG Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, selling an estimated $275K and leaving 64,208 shares worth $2.04M. The position accounts for 1.46% of the portfolio, ranked #30.

MFG Wealth Management first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MFG Wealth Management held 64,208 shares of Schwab US Dividend Equity ETF worth $2.04M as of Q2 2026.
MFG Wealth Management sold 8,683 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $275K.
Schwab US Dividend Equity ETF made up 1.46% of MFG Wealth Management's portfolio in Q2 2026, its #30 holding.
MFG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
MFG Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.24M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.