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Mount Yale Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$2.16M Sell
70,440
-7,228
-9% -$219K 0.05% 349
2025
Q4 		$2.13M Buy
77,668
+25,185
+48% +$685K 0.1% 183
2025
Q3 		$1.43M Buy
+52,483
New +$1.43M 0.1% 213

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mount Yale Investment Advisors's SCHD Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.3% in Q1 2026, selling an estimated $219K and leaving 70,440 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #349.

Mount Yale Investment Advisors first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Mount Yale Investment Advisors held 70,440 shares of Schwab US Dividend Equity ETF worth $2.16M as of Q1 2026.
  • Mount Yale Investment Advisors sold 7,228 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $219K.
  • Schwab US Dividend Equity ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #349 holding.
  • Mount Yale Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.