Milestone Asset Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Milestone Asset Management 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	$1.58M	Sell	51,560 -843	-2%	-$25.6K	0.92%	33
2025 Q4	$1.44M	Sell	52,403 -526	-1%	-$14.3K	0.81%	34
2025 Q3	$1.44M	Buy	52,929 +2,714	+5%	+$74K	0.91%	34
2025 Q2	$1.33M	Buy	50,215 +1,451	+3%	+$37.9K	0.99%	34
2025 Q1	$1.36M	Buy	48,764 +4,318	+10%	+$120K	1.23%	30
2024 Q4	$1.21M	Buy	+44,446	New	+$1.26M	1.09%	31

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

Milestone Asset Management Group's SCHD Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q1 2026, selling an estimated $25.6K and leaving 51,560 shares worth $1.58M. The position accounts for 0.92% of the portfolio, ranked #33.

Milestone Asset Management Group first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Milestone Asset Management Group held 51,560 shares of Schwab US Dividend Equity ETF worth $1.58M as of Q1 2026.
Milestone Asset Management Group sold 843 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $25.6K.
Schwab US Dividend Equity ETF made up 0.92% of Milestone Asset Management Group's portfolio in Q1 2026, its #33 holding.
Milestone Asset Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.