Mission Hills Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mission Hills Financial Advisory’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	$11.4M	Sell	360,484 -321	-0.1%	-$10.2K	5.02%	9
2026 Q1	$11.1M	Buy	360,805 +8,488	+2%	+$257K	5.67%	9
2025 Q4	$9.66M	Buy	352,317 +19,072	+6%	+$519K	5.1%	10
2025 Q3	$9.1M	Buy	333,245 +50,603	+18%	+$1.38M	4.83%	10
2025 Q2	$7.49M	Buy	282,642 +46,036	+19%	+$1.2M	4.65%	10
2025 Q1	$6.62M	Buy	236,606 +44,225	+23%	+$1.23M	4.59%	10
2024 Q4	$5.26M	Sell	192,381 -332,610	-63%	-$9.46M	4.08%	13
2024 Q3	$5.06M	Buy	+524,991	New	+$14.3M	4.3%	12

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

Mission Hills Financial Advisory's SCHD Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.09% in Q2 2026, selling an estimated $10.2K and leaving 360,484 shares worth $11.4M. The position accounts for 5.02% of the portfolio, ranked #9.

Mission Hills Financial Advisory first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mission Hills Financial Advisory held 360,484 shares of Schwab US Dividend Equity ETF worth $11.4M as of Q2 2026.
Mission Hills Financial Advisory sold 321 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.2K.
Schwab US Dividend Equity ETF made up 5.02% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #9 holding.
Mission Hills Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.