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 Q3	$2M	Sell	61,430 -2,778	-4%	-$93.7K	1.45%	35
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

MFG Wealth Management's SCHD Position: Q3 2026 in Review

MFG Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q3 2026, selling an estimated $93.7K and leaving 61,430 shares worth $2M. The position accounts for 1.45% of the portfolio, ranked #35.

MFG Wealth Management first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.24M in Q1 2026. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MFG Wealth Management held 61,430 shares of Schwab US Dividend Equity ETF worth $2M as of Q3 2026.
MFG Wealth Management sold 2,778 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $93.7K.
Schwab US Dividend Equity ETF made up 1.45% of MFG Wealth Management's portfolio in Q3 2026, its #35 holding.
MFG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
MFG Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.24M in Q1 2026.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.