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

Mosley 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 		– Sell
-64
Closed -$1.75K – 816
2026
Q1 		$1.75K Buy
+64
New +$1.94K ﹤0.01% 395

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Commonwealth Equity Services
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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

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

Mosley Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 64 shares — an estimated $1.75K sold.

Mosley Wealth Management first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Mosley Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 64 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.75K.
  • Mosley Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.75K in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.