Midland Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Midland Wealth Advisors’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	–	Sell	-14,521	Closed	-$446K	–	170
2026 Q1	$446K	Buy	14,521 +2,427	+20%	+$73.6K	0.02%	114
2025 Q4	$332K	Sell	12,094 -4,541	-27%	-$123K	0.02%	129
2025 Q3	$454K	Buy	16,635 +1,923	+13%	+$52.5K	0.02%	121
2025 Q2	$390K	Sell	14,712 -3,570	-20%	-$93.2K	0.02%	133
2025 Q1	$511K	Sell	18,282 -454	-2%	-$12.7K	0.03%	128
2024 Q4	$512K	Sell	18,736 -107	-0.6%	-$3.04K	0.03%	128
2024 Q3	$531K	Sell	18,843 -4,074	-18%	-$111K	0.03%	131
2024 Q2	$594K	Buy	22,917 +4,824	+27%	+$126K	0.04%	125
2024 Q1	$486K	Buy	+18,093	New	+$467K	0.03%	136

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

Midland Wealth Advisors's SCHD Position: Q2 2026 in Review

Midland Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 14,521 shares — an estimated $446K sold.

Midland Wealth Advisors first reported a position in SCHD in Q1 2024 and held it in 9 quarters. The position peaked at $594K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Midland Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Midland Wealth Advisors sold 14,521 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $446K.
Midland Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 9 quarters.
Midland Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $594K in Q2 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.