MGO One Seven
SCHD icon

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
Q3 		$26.2M Buy
804,893
+15,420
+2% +$520K 0.43% 41
2026
Q2 		$25M Buy
789,473
+56,823
+8% +$1.8M 0.41% 44
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 		$18.2M 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

MGO One Seven's SCHD Position: Q3 2026 in Review

MGO One Seven increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q3 2026, buying an estimated $520K and bringing the position to 804,893 shares worth $26.2M. The position accounts for 0.43% of the portfolio, ranked #41.

MGO One Seven first reported a position in SCHD in Q4 2017 and has held it in 24 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • MGO One Seven held 804,893 shares of Schwab US Dividend Equity ETF worth $26.2M as of Q3 2026.
  • MGO One Seven bought 15,420 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $520K.
  • Schwab US Dividend Equity ETF made up 0.43% of MGO One Seven's portfolio in Q3 2026, its #41 holding.
  • MGO One Seven first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 24 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.