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

MOR 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	$3.54M	Sell	111,579 -21,279	-16%	-$675K	1.41%	17
2026 Q1	$4.08M	Sell	132,858 -15,888	-11%	-$482K	1.87%	13
2025 Q4	$4.08M	Buy	+148,746	New	+$4.04M	1.86%	11

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MOR Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, selling an estimated $675K and leaving 111,579 shares worth $3.54M. The position accounts for 1.41% of the portfolio, ranked #17.

MOR Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.08M in Q4 2025. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MOR Wealth Management held 111,579 shares of Schwab US Dividend Equity ETF worth $3.54M as of Q2 2026.
MOR Wealth Management sold 21,279 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $675K.
Schwab US Dividend Equity ETF made up 1.41% of MOR Wealth Management's portfolio in Q2 2026, its #17 holding.
MOR Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
MOR Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.08M in Q4 2025.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.