MJT & Associates Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MJT & Associates 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 Q3	$25.9M	Buy	796,851 +34,636	+5%	+$1.17M	16.77%	3
2026 Q2	$24.2M	Buy	762,215 +5,554	+0.7%	+$176K	15.99%	2
2026 Q1	$23.2M	Sell	756,661 -34,845	-4%	-$1.06M	17.04%	2
2025 Q4	$21.7M	Buy	791,506 +33,110	+4%	+$900K	16.2%	3
2025 Q3	$20.7M	Buy	758,396 +172,335	+29%	+$4.7M	16.84%	3
2025 Q2	$15.5M	Buy	586,061 +29,947	+5%	+$782K	19.26%	2
2025 Q1	$15.5M	Buy	+556,114	New	+$15.5M	14.93%	1

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHD Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q3 2026, buying an estimated $1.17M and bringing the position to 796,851 shares worth $25.9M. The position accounts for 16.77% of the portfolio, ranked #3.

MJT & Associates Financial Advisory first reported a position in SCHD in Q1 2025 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MJT & Associates Financial Advisory held 796,851 shares of Schwab US Dividend Equity ETF worth $25.9M as of Q3 2026.
MJT & Associates Financial Advisory bought 34,636 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.17M.
Schwab US Dividend Equity ETF made up 16.77% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #3 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.