Mission Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mission Wealth 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	$17.7M	Buy	559,189 +501,661	+872%	+$15.9M	0.22%	69
2026 Q1	$1.76M	Buy	57,528 +2,050	+4%	+$62.2K	0.04%	233
2025 Q4	$1.52M	Buy	55,478 +2,727	+5%	+$74.1K	0.03%	257
2025 Q3	$1.44M	Buy	52,751 +23,225	+79%	+$634K	0.03%	261
2025 Q2	$782K	Buy	29,526 +10,049	+52%	+$262K	0.02%	369
2025 Q1	$545K	Sell	19,477 -3,450	-15%	-$96.2K	0.01%	431
2024 Q4	$626K	Buy	22,927 +3,127	+16%	+$88.9K	0.01%	379
2024 Q3	$558K	Sell	19,800 -93	-0.5%	-$2.53K	0.01%	410
2024 Q2	$516K	Sell	19,893 -336,099	-94%	-$8.75M	0.01%	404
2024 Q1	$9.57M	Buy	355,992 +333,204	+1,462%	+$8.61M	0.25%	57
2023 Q4	$578K	Buy	22,788 +12,600	+124%	+$300K	0.02%	340
2023 Q3	$240K	Sell	10,188 -9,888	-49%	-$243K	0.01%	483
2023 Q2	$486K	Buy	+20,076	New	+$480K	0.02%	346
2021 Q2	–	Sell	-25,683	Closed	-$624K	–	498
2021 Q1	$624K	Buy	+25,683	New	+$584K	0.04%	222
2020 Q4	–	Sell	-19,311	Closed	-$356K	–	420
2020 Q3	$356K	Buy	+19,311	New	+$355K	0.03%	248

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 Wealth Management's SCHD Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 872% in Q2 2026, buying an estimated $15.9M and bringing the position to 559,189 shares worth $17.7M. The position accounts for 0.22% of the portfolio, ranked #69.

Mission Wealth Management first reported a position in SCHD in Q3 2020 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mission Wealth Management held 559,189 shares of Schwab US Dividend Equity ETF worth $17.7M as of Q2 2026.
Mission Wealth Management bought 501,661 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.9M.
Schwab US Dividend Equity ETF made up 0.22% of Mission Wealth Management's portfolio in Q2 2026, its #69 holding.
Mission Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 15 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.