MOS
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MGO One Seven’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MGO One Seven’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
Q1 		$22.5M Buy
732,650
+49,685
+7% +$1.51M 0.45% 35
2025
Q4 		$18.7M Buy
682,965
+53,168
+8% +$1.45M 0.38% 43
2025
Q3 		$17.2M Buy
629,797
+14,883
+2% +$406K 0.4% 47
2025
Q2 		$16.3M Buy
614,914
+32,214
+6% +$841K 0.52% 31
2025
Q1 		$16.3M Sell
582,700
-14,053
-2% -$392K 0.63% 23
2024
Q4 		$16.3M Sell
596,753
-4,537
-0.8% -$129K 0.62% 21
2024
Q3 		$16.9M Sell
601,290
-27,714
-4% -$755K 0.73% 13
2024
Q2 		$16.3M Buy
629,004
+41,841
+7% +$1.09M 0.77% 12
2024
Q1 		$15.8M Buy
587,163
+51,981
+10% +$1.34M 0.82% 16
2023
Q4 		$13.6M Sell
535,182
-42,600
-7% -$1.02M 0.78% 14
2023
Q3 		$13.6M Buy
577,782
+320,790
+125% +$7.87M 1.05% 11
2023
Q2 		$6.22M Sell
256,992
-279,717
-52% -$6.68M 0.57% 34
2023
Q1 		$13.1M Buy
536,709
+29,625
+6% +$741K 0.83% 11
2022
Q4 		$12.8M Sell
507,084
-51,711
-9% -$1.28M 1.28% 8
2022
Q3 		$18.2K Buy
558,795
+532,833
+2,052% +$12.9M 0.7% 26
2022
Q2 		$620K Buy
25,962
+8,259
+47% +$210K 0.09% 269
2022
Q1 		$466K Buy
17,703
+2,082
+13% +$54.5K 0.05% 385
2021
Q4 		$421K Buy
15,621
+2,004
+15% +$52.1K 0.04% 408
2021
Q3 		$352K Buy
+13,617
New +$346K 0.04% 408
2019
Q1 		– Sell
-5,700
Closed -$89K – 1414
2018
Q4 		$89K Buy
+5,700
New +$95K 0.04% 495
2018
Q1 		$118K Buy
7,200
+3,000
+71% +$51.2K 0.05% 392
2017
Q4 		$72K Buy
+4,200
New +$69K 0.03% 514

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGO One Seven's SCHD Position: Q1 2026 in Review

MGO One Seven increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.3% in Q1 2026, buying an estimated $1.51M and bringing the position to 732,650 shares worth $22.5M. The position accounts for 0.45% of the portfolio, ranked #35.

MGO One Seven first reported a position in SCHD in Q4 2017 and has held it in 22 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • MGO One Seven held 732,650 shares of Schwab US Dividend Equity ETF worth $22.5M as of Q1 2026.
  • MGO One Seven bought 49,685 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.51M.
  • Schwab US Dividend Equity ETF made up 0.45% of MGO One Seven's portfolio in Q1 2026, its #35 holding.
  • MGO One Seven first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 22 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.