Michels Family Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Michels Family Financial’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	$8.41M	Buy	265,345 +6,419	+2%	+$204K	5.39%	2
2026 Q1	$7.94M	Buy	258,926 +8,234	+3%	+$250K	5.73%	2
2025 Q4	$6.88M	Buy	250,692 +15,539	+7%	+$423K	5.05%	2
2025 Q3	$6.42M	Buy	235,153 +6,652	+3%	+$181K	5%	2
2025 Q2	$6.06M	Buy	228,501 +1,677	+0.7%	+$43.8K	5.16%	2
2025 Q1	$6.34M	Buy	226,824 +5,850	+3%	+$163K	5.73%	2
2024 Q4	$6.04M	Buy	+220,974	New	+$6.28M	5.53%	2

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

Michels Family Financial's SCHD Position: Q2 2026 in Review

Michels Family Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, buying an estimated $204K and bringing the position to 265,345 shares worth $8.41M. The position accounts for 5.39% of the portfolio, ranked #2.

Michels Family Financial first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Michels Family Financial held 265,345 shares of Schwab US Dividend Equity ETF worth $8.41M as of Q2 2026.
Michels Family Financial bought 6,419 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $204K.
Schwab US Dividend Equity ETF made up 5.39% of Michels Family Financial's portfolio in Q2 2026, its #2 holding.
Michels Family Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.