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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Muirfield Wealth Advisors's SCHD Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.66% in Q1 2026, buying an estimated $19.3K and bringing the position to 97,267 shares worth $2.98M. The position accounts for 2.2% of the portfolio, ranked #15.

Muirfield Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Muirfield Wealth Advisors held 97,267 shares of Schwab US Dividend Equity ETF worth $2.98M as of Q1 2026.
Muirfield Wealth Advisors bought 637 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $19.3K.
Schwab US Dividend Equity ETF made up 2.2% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Muirfield Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.