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

Midwest Trust’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 Q3	$16.1M	Buy	494,001 +19,497	+4%	+$657K	0.18%	115
2026 Q2	$15M	Buy	474,504 +1,229	+0.3%	+$39K	0.17%	128
2026 Q1	$14.5M	Sell	473,275 -210,996	-31%	-$6.4M	0.18%	120
2025 Q4	$18.8M	Buy	684,271 +161,469	+31%	+$4.39M	0.23%	99
2025 Q3	$14.3M	Sell	522,802 -19,768	-4%	-$539K	0.19%	123
2025 Q2	$14.4M	Buy	+542,570	New	+$14.2M	0.2%	119

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Midwest Trust's SCHD Position: Q3 2026 in Review

Midwest Trust increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q3 2026, buying an estimated $657K and bringing the position to 494,001 shares worth $16.1M. The position accounts for 0.18% of the portfolio, ranked #115.

Midwest Trust first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.8M in Q4 2025. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Midwest Trust held 494,001 shares of Schwab US Dividend Equity ETF worth $16.1M as of Q3 2026.
Midwest Trust bought 19,497 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $657K.
Schwab US Dividend Equity ETF made up 0.18% of Midwest Trust's portfolio in Q3 2026, its #115 holding.
Midwest Trust first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Schwab US Dividend Equity ETF position peaked at $18.8M in Q4 2025.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.