MIM
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MTM Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MTM Investment 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 		$45.1K Hold
1,422
– – 0.01% 358
2026
Q1 		$43.6K Hold
1,422
– – 0.01% 348
2025
Q4 		$39K Hold
1,422
– – 0.01% 365
2025
Q3 		$38.8K Hold
1,422
– – 0.01% 369
2025
Q2 		$37.7K Hold
1,422
– – 0.01% 369
2025
Q1 		$39.6K Buy
+1,422
New +$39.6K 0.02% 229
2024
Q2 		– Sell
-1,422
Closed -$38.2K – 276
2024
Q1 		$38.2K Buy
+1,422
New +$36.7K 0.02% 227

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

MTM Investment Management's SCHD Position: Q2 2026 in Review

MTM Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,422 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #358.

MTM Investment Management first reported a position in SCHD in Q1 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • MTM Investment Management held 1,422 shares of Schwab US Dividend Equity ETF worth $45.1K as of Q2 2026.
  • MTM Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #358 holding.
  • MTM Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 7 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.