Morton Brown Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Morton Brown Family Wealth’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	$51.8K	Hold	1,635	–	–	0.01%	121
2026 Q1	$50.2K	Hold	1,635	–	–	0.01%	119
2025 Q4	$44.8K	Hold	1,635	–	–	0.01%	119
2025 Q3	$44.6K	Buy	1,635 +477	+41%	+$13K	0.01%	114
2025 Q2	$30.7K	Hold	1,158	–	–	0.01%	128
2025 Q1	$32.4K	Buy	1,158 +6	+0.5%	+$167	0.01%	127
2024 Q4	$31.5K	Hold	1,152	–	–	0.01%	126
2024 Q3	$32.5K	Buy	1,152 +477	+71%	+$13K	0.01%	117
2024 Q2	$18.4K	Hold	675	–	–	0.01%	130
2024 Q1	$18.1K	Hold	675	–	–	0.01%	124
2023 Q4	$17.1K	Buy	+675	New	+$16.1K	0.01%	149

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

Morton Brown Family Wealth's SCHD Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,635 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #121.

Morton Brown Family Wealth first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Morton Brown Family Wealth held 1,635 shares of Schwab US Dividend Equity ETF worth $51.8K as of Q2 2026.
Morton Brown Family Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #121 holding.
Morton Brown Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.