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 Q2	$12.2M	Buy	386,258 +5,288	+1%	+$168K	4.3%	5
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

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

Midwest Financial Group's SCHD Position: Q2 2026 in Review

Midwest Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q2 2026, buying an estimated $168K and bringing the position to 386,258 shares worth $12.2M. The position accounts for 4.3% of the portfolio, ranked #5.

Midwest Financial Group first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Midwest Financial Group held 386,258 shares of Schwab US Dividend Equity ETF worth $12.2M as of Q2 2026.
Midwest Financial Group bought 5,288 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $168K.
Schwab US Dividend Equity ETF made up 4.3% of Midwest Financial Group's portfolio in Q2 2026, its #5 holding.
Midwest Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's Schwab US Dividend Equity ETF position peaked at $14.3M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.