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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MidAtlantic Capital Management's SCHD Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q1 2026, selling an estimated $350K and leaving 25,566 shares worth $784K. The position accounts for 0.54% of the portfolio, ranked #47.

MidAtlantic Capital Management first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

MidAtlantic Capital Management held 25,566 shares of Schwab US Dividend Equity ETF worth $784K as of Q1 2026.
MidAtlantic Capital Management sold 11,549 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $350K.
Schwab US Dividend Equity ETF made up 0.54% of MidAtlantic Capital Management's portfolio in Q1 2026, its #47 holding.
MidAtlantic Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Schwab US Dividend Equity ETF position peaked at $2.79M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.