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

Milestone Asset Management’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	$1.96M	Buy	61,939 +42,432	+218%	+$1.35M	0.31%	87
2026 Q1	$598K	Buy	+19,507	New	+$592K	0.11%	159
2025 Q4	–	Sell	-11,931	Closed	-$326K	–	248
2025 Q3	$326K	Buy	11,931 +528	+5%	+$14.4K	0.06%	186
2025 Q2	$302K	Hold	11,403	–	–	0.06%	176
2025 Q1	$319K	Sell	11,403 -57	-0.5%	-$1.59K	0.07%	181
2024 Q4	$313K	Buy	+11,460	New	+$326K	0.07%	195

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

Milestone Asset Management's SCHD Position: Q2 2026 in Review

Milestone Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 218% in Q2 2026, buying an estimated $1.35M and bringing the position to 61,939 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #87.

Milestone Asset Management first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Milestone Asset Management held 61,939 shares of Schwab US Dividend Equity ETF worth $1.96M as of Q2 2026.
Milestone Asset Management bought 42,432 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.35M.
Schwab US Dividend Equity ETF made up 0.31% of Milestone Asset Management's portfolio in Q2 2026, its #87 holding.
Milestone Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.