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 Q2	$2.27M	Buy	71,706 +1,266	+2%	+$40.2K	0.04%	383
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

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 22.9% 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

Mount Yale Investment Advisors's SCHD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $40.2K and bringing the position to 71,706 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #383.

Mount Yale Investment Advisors first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 2,146 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mount Yale Investment Advisors held 71,706 shares of Schwab US Dividend Equity ETF worth $2.27M as of Q2 2026.
Mount Yale Investment Advisors bought 1,266 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $40.2K.
Schwab US Dividend Equity ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #383 holding.
Mount Yale Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
2,146 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.