MPWM Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MPWM Advisory Solutions’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	$75.3K	Hold	2,376	–	–	0.03%	174
2026 Q1	$72.9K	Hold	2,376	–	–	0.04%	166
2025 Q4	$65.2K	Buy	2,376 +2,106	+780%	+$57.3K	0.04%	149
2025 Q3	$7.37K	Sell	270 -156	-37%	-$4.26K	﹤0.01%	316
2025 Q2	$11.3K	Sell	426 -2,642	-86%	-$69K	0.01%	290
2025 Q1	$85.8K	Sell	3,068 -120	-4%	-$3.35K	0.06%	105
2024 Q4	$87.1K	Buy	+3,188	New	+$90.6K	0.06%	112

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

MPWM Advisory Solutions's SCHD Position: Q2 2026 in Review

MPWM Advisory Solutions held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 2,376 shares worth $75.3K. The position accounts for 0.03% of the portfolio, ranked #174.

MPWM Advisory Solutions first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.1K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

MPWM Advisory Solutions held 2,376 shares of Schwab US Dividend Equity ETF worth $75.3K as of Q2 2026.
MPWM Advisory Solutions left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #174 holding.
MPWM Advisory Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Schwab US Dividend Equity ETF position peaked at $87.1K in Q4 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.