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 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

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

MGO One Seven's SCHD Position: Q2 2026 in Review

MGO One Seven increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.8% in Q2 2026, buying an estimated $1.8M and bringing the position to 789,473 shares worth $25M. The position accounts for 0.41% of the portfolio, ranked #44.

MGO One Seven first reported a position in SCHD in Q4 2017 and has held it in 23 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MGO One Seven held 789,473 shares of Schwab US Dividend Equity ETF worth $25M as of Q2 2026.
MGO One Seven bought 56,823 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.8M.
Schwab US Dividend Equity ETF made up 0.41% of MGO One Seven's portfolio in Q2 2026, its #44 holding.
MGO One Seven first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 23 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.