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Mowery & Schoenfeld Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mowery & Schoenfeld 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 		$10.9K Hold
344
– – 0.01% 235
2026
Q1 		$10.5K Hold
344
– – 0.02% 217
2025
Q4 		$9.42K Hold
344
– – 0.01% 253
2025
Q3 		$9.38K Hold
344
– – 0.02% 226
2025
Q2 		$9.11K Buy
344
+8
+2% +$209 0.01% 223
2025
Q1 		$9.39K Buy
+336
New +$9.37K 0.02% 269
2024
Q1 		– Sell
-357
Closed -$9.06K – 182
2023
Q4 		$9.06K Buy
+357
New +$8.51K 0.02% 113

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Mowery & Schoenfeld Wealth Management's SCHD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 344 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #235.

Mowery & Schoenfeld Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 7 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 344 shares of Schwab US Dividend Equity ETF worth $10.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.