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 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

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 Trust's SCHD Position: Q2 2026 in Review

Midwest Trust increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.26% in Q2 2026, buying an estimated $39K and bringing the position to 474,504 shares worth $15M. The position accounts for 0.17% of the portfolio, ranked #128.

Midwest Trust first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.8M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Midwest Trust held 474,504 shares of Schwab US Dividend Equity ETF worth $15M as of Q2 2026.
Midwest Trust bought 1,229 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $39K.
Schwab US Dividend Equity ETF made up 0.17% of Midwest Trust's portfolio in Q2 2026, its #128 holding.
Midwest Trust first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Schwab US Dividend Equity ETF position peaked at $18.8M in Q4 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.