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MOTCO’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MOTCO’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
Q3 		$117K Buy
+3,600
New +$121K 0.01% 263
2024
Q2 		– Sell
-57,585
Closed -$1.55M – 767
2024
Q1 		$1.55M Buy
+57,585
New +$1.49M 0.09% 147

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

MOTCO's SCHD Position: Q3 2026 in Review

MOTCO opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 3,600 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: MOTCO previously reported a position in SCHD as recently as Q1 2024.

MOTCO first reported a position in SCHD in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.55M in Q1 2024. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • MOTCO held 3,600 shares of Schwab US Dividend Equity ETF worth $117K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new MOTCO position in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of MOTCO's portfolio in Q3 2026, its #263 holding.
  • MOTCO first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 2 quarters since.
  • MOTCO's Schwab US Dividend Equity ETF position peaked at $1.55M in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.