MJP Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MJP Associates’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 Q3	$244K	Buy	+7,495	New	+$253K	0.03%	194

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

MJP Associates's SCHD Position: Q3 2026 in Review

MJP Associates opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 7,495 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings.

2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MJP Associates held 7,495 shares of Schwab US Dividend Equity ETF worth $244K as of Q3 2026.
Schwab US Dividend Equity ETF was a new MJP Associates position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.03% of MJP Associates's portfolio in Q3 2026, its #194 holding.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MJP Associates's 13F filing for Q3 2026, filed 13 Nov 2026.