Muirfield Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Muirfield Wealth 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	$3.07M	Sell	96,959 -308	-0.3%	-$9.77K	2.01%	16
2026 Q1	$2.98M	Buy	97,267 +637	+0.7%	+$19.3K	2.2%	15
2025 Q4	$2.65M	Sell	96,630 -3,449	-3%	-$93.8K	1.94%	16
2025 Q3	$2.73M	Buy	100,079 +1,506	+2%	+$41.1K	2.03%	16
2025 Q2	$2.61M	Buy	98,573 +15,988	+19%	+$418K	2.08%	16
2025 Q1	$2.31M	Buy	82,585 +110	+0.1%	+$3.07K	1.96%	15
2024 Q4	$2.25M	Buy	82,475 +1,595	+2%	+$45.3K	1.86%	15
2024 Q3	$2.28M	Buy	80,880 +1,410	+2%	+$38.4K	1.94%	14
2024 Q2	$2.06M	Sell	79,470 -513	-0.6%	-$13.4K	1.93%	14
2024 Q1	$2.15M	Sell	79,983 -477	-0.6%	-$12.3K	2.07%	14
2023 Q4	$2.04M	Buy	+80,460	New	+$1.92M	2.16%	13

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

Muirfield Wealth Advisors's SCHD Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.32% in Q2 2026, selling an estimated $9.77K and leaving 96,959 shares worth $3.07M. The position accounts for 2.01% of the portfolio, ranked #16.

Muirfield Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Muirfield Wealth Advisors held 96,959 shares of Schwab US Dividend Equity ETF worth $3.07M as of Q2 2026.
Muirfield Wealth Advisors sold 308 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.77K.
Schwab US Dividend Equity ETF made up 2.01% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Muirfield Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.