Midwest Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Midwest Financial Group’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	$11.7M	Sell	380,970 -8,537	-2%	-$259K	4.98%	3
2025 Q4	$10.7M	Sell	389,507 -133,129	-25%	-$3.62M	4.72%	4
2025 Q3	$14.3M	Buy	522,636 +6,732	+1%	+$184K	6.8%	1
2025 Q2	$13.7M	Buy	515,904 +119,130	+30%	+$3.11M	7.19%	1
2025 Q1	$11.1M	Buy	396,774 +6,874	+2%	+$192K	6.45%	1
2024 Q4	$10.7M	Buy	389,900 +3,056	+0.8%	+$86.9K	6.12%	2
2024 Q3	$10.9M	Buy	386,844 +8,361	+2%	+$228K	6.4%	1
2024 Q2	$9.81M	Buy	378,483 +9,192	+2%	+$239K	6.24%	1
2024 Q1	$9.93M	Sell	369,291 -45,942	-11%	-$1.19M	6.67%	1
2023 Q4	$10.5M	Buy	415,233 +3,837	+0.9%	+$91.4K	7.86%	1
2023 Q3	$9.7M	Buy	411,396 +26,505	+7%	+$650K	8.21%	1
2023 Q2	$9.32M	Buy	384,891 +7,911	+2%	+$189K	7.9%	1
2023 Q1	$9.19M	Buy	+376,980	New	+$9.42M	8.47%	1

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

Midwest Financial Group's SCHD Position: Q1 2026 in Review

Midwest Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q1 2026, selling an estimated $259K and leaving 380,970 shares worth $11.7M. The position accounts for 4.98% of the portfolio, ranked #3.

Midwest Financial Group first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.3M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Midwest Financial Group held 380,970 shares of Schwab US Dividend Equity ETF worth $11.7M as of Q1 2026.
Midwest Financial Group sold 8,537 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $259K.
Schwab US Dividend Equity ETF made up 4.98% of Midwest Financial Group's portfolio in Q1 2026, its #3 holding.
Midwest Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's Schwab US Dividend Equity ETF position peaked at $14.3M in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.