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

Modera 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 		$1.19M Buy
37,500
+2,172
+6% +$68.9K 0.01% 319
2026
Q1 		$1.08M Buy
35,328
+1,024
+3% +$31.1K 0.01% 318
2025
Q4 		$941K Sell
34,304
-2,929
-8% -$79.6K 0.01% 344
2025
Q3 		$1.02M Sell
37,233
-1,413
-4% -$38.5K 0.01% 338
2025
Q2 		$1.02M Buy
38,646
+6,775
+21% +$177K 0.01% 329
2025
Q1 		$891K Buy
31,871
+273
+0.9% +$7.61K 0.01% 337
2024
Q4 		$863K Sell
31,598
-1,351
-4% -$38.4K 0.01% 355
2024
Q3 		$928K Buy
32,949
+1,827
+6% +$49.8K 0.01% 321
2024
Q2 		$807K Hold
31,122
– – 0.01% 318
2024
Q1 		$836K Sell
31,122
-450
-1% -$11.6K 0.01% 318
2023
Q4 		$801K Buy
31,572
+450
+1% +$10.7K 0.01% 313
2023
Q3 		$734K Sell
31,122
-411
-1% -$10.1K 0.01% 312
2023
Q2 		$763K Buy
31,533
+17,001
+117% +$406K 0.01% 319
2023
Q1 		$354K Sell
14,532
-81
-0.6% -$2.02K 0.01% 262
2022
Q4 		$368K Buy
14,613
+4,914
+51% +$121K 0.02% 248
2022
Q3 		$215K Hold
9,699
– – 0.01% 293
2022
Q2 		$232K Buy
9,699
+141
+1% +$3.59K 0.01% 296
2022
Q1 		$251K Buy
9,558
+1,917
+25% +$50.2K 0.01% 314
2021
Q4 		$206K Buy
+7,641
New +$199K 0.01% 562

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Modera Wealth Management's SCHD Position: Q2 2026 in Review

Modera Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, buying an estimated $68.9K and bringing the position to 37,500 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #319.

Modera Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Modera Wealth Management held 37,500 shares of Schwab US Dividend Equity ETF worth $1.19M as of Q2 2026.
  • Modera Wealth Management bought 2,172 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $68.9K.
  • Schwab US Dividend Equity ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Modera Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.