MilWealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MilWealth 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 Q2	$31.4K	Hold	990	–	–	0.01%	51
2026 Q1	$30.4K	Hold	990	–	–	0.01%	53
2025 Q4	$27.2K	Hold	990	–	–	0.01%	53
2025 Q3	$27K	Hold	990	–	–	0.01%	49
2025 Q2	$26.2K	Hold	990	–	–	0.01%	49
2025 Q1	$27.7K	Sell	990 -2,178	-69%	-$60.7K	0.01%	47
2024 Q4	$86.5K	Buy	3,168 +2,178	+220%	+$61.9K	0.02%	45
2024 Q3	$27.9K	Hold	990	–	–	0.01%	49
2024 Q2	$25.7K	Hold	990	–	–	0.01%	47
2024 Q1	$26.6K	Hold	990	–	–	0.01%	49
2023 Q4	$25.1K	Hold	990	–	–	0.01%	52
2023 Q3	$23.4K	Hold	990	–	–	0.01%	51
2023 Q2	$24K	Hold	990	–	–	0.01%	45
2023 Q1	$24.1K	Hold	990	–	–	0.01%	46
2022 Q4	$24.9K	Hold	990	–	–	0.01%	43
2022 Q3	$21.9K	Hold	990	–	–	0.01%	44
2022 Q2	$23.6K	Hold	990	–	–	0.01%	50
2022 Q1	$26K	Hold	990	–	–	0.01%	52
2021 Q4	$26.7K	Buy	+990	New	+$25.7K	0.01%	53

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

MilWealth Group's SCHD Position: Q2 2026 in Review

MilWealth Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 990 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #51.

MilWealth Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $86.5K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MilWealth Group held 990 shares of Schwab US Dividend Equity ETF worth $31.4K as of Q2 2026.
MilWealth Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of MilWealth Group's portfolio in Q2 2026, its #51 holding.
MilWealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
MilWealth Group's Schwab US Dividend Equity ETF position peaked at $86.5K in Q4 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.