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 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 $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHD Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.73% in Q2 2026, buying an estimated $176K and bringing the position to 762,215 shares worth $24.2M. The position accounts for 15.99% of the portfolio, ranked #2.

MJT & Associates Financial Advisory first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MJT & Associates Financial Advisory held 762,215 shares of Schwab US Dividend Equity ETF worth $24.2M as of Q2 2026.
MJT & Associates Financial Advisory bought 5,554 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $176K.
Schwab US Dividend Equity ETF made up 15.99% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #2 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.