MWC
SCHD icon

MKD Wealth Coaches’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MKD Wealth Coaches’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 		$236K Hold
7,261
– – 0.2% 28
2026
Q2 		$230K Hold
7,261
– – 0.2% 26
2026
Q1 		$223K Buy
+7,261
New +$220K 0.22% 25
2025
Q2 		– Sell
-7,261
Closed -$203K – 26
2025
Q1 		$203K Buy
+7,261
New +$202K 0.23% 24

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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

MKD Wealth Coaches's SCHD Position: Q3 2026 in Review

MKD Wealth Coaches held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 7,261 shares worth $236K. The position accounts for 0.2% of the portfolio, ranked #28.

MKD Wealth Coaches first reported a position in SCHD in Q1 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • MKD Wealth Coaches held 7,261 shares of Schwab US Dividend Equity ETF worth $236K as of Q3 2026.
  • MKD Wealth Coaches left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.2% of MKD Wealth Coaches's portfolio in Q3 2026, its #28 holding.
  • MKD Wealth Coaches first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.