Mid-American Wealth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,480
Closed -$119K 262
2025
Q2
$119K Buy
+4,480
New +$117K 0.06% 58
2023
Q3
Sell
-52,041
Closed -$1.27M 68
2023
Q2
$1.27M Buy
+52,041
New +$1.24M 0.99% 27

Other funds holding SCHD

Mid-American Wealth Advisory Group's SCHD Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 4,480 shares — an estimated $119K sold.

Mid-American Wealth Advisory Group first reported a position in SCHD in Q2 2023 and held it in 2 quarters. The position peaked at $1.27M in Q2 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 4,480 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $119K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
  • Mid-American Wealth Advisory Group's Schwab US Dividend Equity ETF position peaked at $1.27M in Q2 2023.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.