MidAtlantic Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MidAtlantic Capital Management’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	$800K	Sell	25,223 -343	-1%	-$10.9K	0.5%	50
2026 Q1	$784K	Sell	25,566 -11,549	-31%	-$350K	0.54%	47
2025 Q4	$1.02M	Sell	37,115 -2,195	-6%	-$59.7K	0.65%	38
2025 Q3	$1.07M	Sell	39,310 -27,403	-41%	-$748K	0.73%	40
2025 Q2	$1.77M	Sell	66,713 -31,246	-32%	-$816K	1.25%	22
2025 Q1	$2.74M	Sell	97,959 -465	-0.5%	-$13K	2.15%	15
2024 Q4	$2.69M	Sell	98,424 -564	-0.6%	-$16K	1.97%	14
2024 Q3	$2.79M	Sell	98,988 -3,957	-4%	-$108K	2.04%	15
2024 Q2	$2.67M	Sell	102,945 -423	-0.4%	-$11K	2.24%	14
2024 Q1	$2.78M	Sell	103,368 -10,665	-9%	-$276K	2.44%	12
2023 Q4	$2.67M	Buy	+114,033	New	+$2.72M	2.59%	12

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

MidAtlantic Capital Management's SCHD Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 25,223 shares worth $800K. The position accounts for 0.5% of the portfolio, ranked #50.

MidAtlantic Capital Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MidAtlantic Capital Management held 25,223 shares of Schwab US Dividend Equity ETF worth $800K as of Q2 2026.
MidAtlantic Capital Management sold 343 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.9K.
Schwab US Dividend Equity ETF made up 0.5% of MidAtlantic Capital Management's portfolio in Q2 2026, its #50 holding.
MidAtlantic Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Schwab US Dividend Equity ETF position peaked at $2.79M in Q3 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.