Milestone Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Milestone Investment Advisors’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	$5.95M	Sell	187,677 -7,698	-4%	-$244K	1.29%	25
2026 Q1	$5.99M	Sell	195,375 -15,496	-7%	-$470K	1.45%	23
2025 Q4	$5.78M	Sell	210,871 -6,786	-3%	-$185K	1.4%	23
2025 Q3	$5.94M	Sell	217,657 -28,602	-12%	-$780K	1.48%	23
2025 Q2	$6.53M	Sell	246,259 -9,890	-4%	-$258K	1.7%	20
2025 Q1	$7.16M	Buy	256,149 +4,380	+2%	+$122K	1.99%	17
2024 Q4	$6.88M	Buy	251,769 +1,296	+0.5%	+$36.8K	1.87%	16
2024 Q3	$7.06M	Sell	250,473 -150,390	-38%	-$4.1M	1.98%	16
2024 Q2	$10.4M	Sell	400,863 -115,725	-22%	-$3.01M	2.76%	11
2024 Q1	$13.9M	Sell	516,588 -142,638	-22%	-$3.68M	3.74%	8
2023 Q4	$16.7M	Sell	659,226 -130,293	-17%	-$3.1M	4.86%	6
2023 Q3	$18.6M	Sell	789,519 -164,295	-17%	-$4.03M	5.3%	5
2023 Q2	$23.1M	Sell	953,814 -386,391	-29%	-$9.23M	7.15%	3
2023 Q1	$32.7M	Buy	1,340,205 +36,834	+3%	+$921K	10.09%	1
2022 Q4	$32.8M	Buy	+1,303,371	New	+$32.2M	11.5%	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

Milestone Investment Advisors's SCHD Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.9% in Q2 2026, selling an estimated $244K and leaving 187,677 shares worth $5.95M. The position accounts for 1.29% of the portfolio, ranked #25.

Milestone Investment Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.8M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Milestone Investment Advisors held 187,677 shares of Schwab US Dividend Equity ETF worth $5.95M as of Q2 2026.
Milestone Investment Advisors sold 7,698 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $244K.
Schwab US Dividend Equity ETF made up 1.29% of Milestone Investment Advisors's portfolio in Q2 2026, its #25 holding.
Milestone Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Schwab US Dividend Equity ETF position peaked at $32.8M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.