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

MOKAN 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 		$3.56M Buy
112,118
+1,649
+1% +$52.3K 1.36% 30
2026
Q1 		$3.39M Sell
110,469
-9,671
-8% -$293K 1.5% 20
2025
Q4 		$3.3M Sell
120,140
-19,157
-14% -$521K 1.46% 22
2025
Q3 		$3.8M Sell
139,297
-11,472
-8% -$313K 1.91% 16
2025
Q2 		$4M Buy
150,769
+6,985
+5% +$182K 2.23% 14
2025
Q1 		$4.02M Buy
143,784
+3,252
+2% +$90.7K 2.42% 13
2024
Q4 		$3.84M Buy
+140,532
New +$4M 2.44% 14

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MOKAN Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, buying an estimated $52.3K and bringing the position to 112,118 shares worth $3.56M. The position accounts for 1.36% of the portfolio, ranked #30.

MOKAN Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q1 2025. 1,130 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • MOKAN Wealth Management held 112,118 shares of Schwab US Dividend Equity ETF worth $3.56M as of Q2 2026.
  • MOKAN Wealth Management bought 1,649 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $52.3K.
  • Schwab US Dividend Equity ETF made up 1.36% of MOKAN Wealth Management's portfolio in Q2 2026, its #30 holding.
  • MOKAN Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.02M in Q1 2025.
  • 1,130 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.