Mountain Hill Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mountain Hill Investment Partners’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	$30K	Buy	948 +44	+5%	+$1.4K	0.02%	80
2026 Q1	$27.7K	Buy	904 +5	+0.6%	+$152	0.02%	83
2025 Q4	$24.7K	Buy	899 +832	+1,242%	+$22.6K	0.02%	88
2025 Q3	$1.82K	Buy	67 +1	+2%	+$27	﹤0.01%	167
2025 Q2	$1.75K	Buy	66 +30	+83%	+$783	﹤0.01%	126
2025 Q1	$993	Sell	36 -1,012	-97%	-$28.2K	﹤0.01%	145
2024 Q4	$28.6K	Buy	+1,048	New	+$29.8K	0.03%	85

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

Mountain Hill Investment Partners's SCHD Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, buying an estimated $1.4K and bringing the position to 948 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #80.

Mountain Hill Investment Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mountain Hill Investment Partners held 948 shares of Schwab US Dividend Equity ETF worth $30K as of Q2 2026.
Mountain Hill Investment Partners bought 44 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.4K.
Schwab US Dividend Equity ETF made up 0.02% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #80 holding.
Mountain Hill Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.