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Monetary Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Monetary Solutions’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 		$12.5M Sell
393,111
-9,929
-2% -$315K 10.74% 1
2026
Q1 		$12.4M Sell
403,040
-32,935
-8% -$999K 11.95% 1
2025
Q4 		$12M Buy
+435,975
New +$11.9M 11.78% 1

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Monetary Solutions's SCHD Position: Q2 2026 in Review

Monetary Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, selling an estimated $315K and leaving 393,111 shares worth $12.5M. The position accounts for 10.74% of the portfolio, ranked #1.

Monetary Solutions first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,857 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Monetary Solutions held 393,111 shares of Schwab US Dividend Equity ETF worth $12.5M as of Q2 2026.
  • Monetary Solutions sold 9,929 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $315K.
  • Schwab US Dividend Equity ETF made up 10.74% of Monetary Solutions's portfolio in Q2 2026, its #1 holding.
  • Monetary Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.