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

Mutual 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	$14.4M	Sell	452,686 -14,544	-3%	-$461K	0.27%	63
2026 Q1	$14.3M	Sell	467,230 -27,121	-5%	-$823K	0.31%	51
2025 Q4	$13.6M	Sell	494,351 -25,424	-5%	-$691K	0.29%	53
2025 Q3	$14M	Sell	519,775 -16,210	-3%	-$442K	0.31%	55
2025 Q2	$14.6M	Sell	535,985 -11,843	-2%	-$309K	0.37%	43
2025 Q1	$14.1M	Sell	547,828 -17,152	-3%	-$478K	0.4%	40
2024 Q4	$15.7M	Sell	564,980 -1,066,783	-65%	-$30.3M	0.46%	28
2024 Q3	$15.4M	Buy	1,631,763 +1,103,175	+209%	+$30.1M	0.45%	30
2024 Q2	$14.5M	Sell	528,588 -49,575	-9%	-$1.29M	0.44%	29
2024 Q1	$15.5M	Sell	578,163 -13,638	-2%	-$352K	0.5%	25
2023 Q4	$15M	Sell	591,801 -301,704	-34%	-$7.19M	0.52%	27
2023 Q3	$21.1M	Buy	893,505 +38,757	+5%	+$951K	0.82%	14
2023 Q2	$20.7M	Sell	854,748 -3,840	-0.4%	-$91.7K	0.79%	15
2023 Q1	$20.9M	Buy	858,588 +179,013	+26%	+$4.48M	0.86%	14
2022 Q4	$17.1M	Buy	679,575 +127,332	+23%	+$3.14M	0.77%	15
2022 Q3	$12.2M	Buy	552,243 +272,514	+97%	+$6.62M	0.63%	17
2022 Q2	$6.68M	Buy	279,729 +33,768	+14%	+$859K	0.44%	41
2022 Q1	$6.47M	Buy	245,961 +23,052	+10%	+$604K	0.36%	55
2021 Q4	$6.01M	Buy	222,909 +18,384	+9%	+$478K	0.32%	65
2021 Q3	$5.06M	Buy	204,525 +27,249	+15%	+$693K	0.3%	72
2021 Q2	$4.47M	Buy	177,276 +5,937	+3%	+$150K	0.27%	91
2021 Q1	$4.17M	Buy	171,339 +3,051	+2%	+$69.4K	0.28%	81
2020 Q4	$3.6M	Buy	168,288 +9,375	+6%	+$190K	0.27%	78
2020 Q3	$2.93M	Sell	158,913 -822	-0.5%	-$15.1K	0.25%	87
2020 Q2	$2.75M	Buy	159,735 +327	+0.2%	+$5.52K	0.27%	79
2020 Q1	$2.39M	Buy	159,408 +35,403	+29%	+$636K	0.32%	69
2019 Q4	$2.39M	Buy	124,005 +7,134	+6%	+$134K	0.25%	98
2019 Q3	$2.13M	Buy	116,871 +2,490	+2%	+$44.6K	0.28%	86
2019 Q2	$2.02M	Sell	114,381 -2,097	-2%	-$36.9K	0.26%	87
2019 Q1	$2.03M	Sell	116,478 -1,020	-0.9%	-$17.2K	0.3%	75
2018 Q4	$1.84M	Buy	117,498 +37,101	+46%	+$618K	0.36%	63
2018 Q3	$1.42M	Buy	80,397 +507	+0.6%	+$8.77K	0.22%	113
2018 Q2	$1.31M	Buy	79,890 +4,863	+6%	+$80K	0.3%	102
2018 Q1	$1.23M	Buy	75,027 +18,429	+33%	+$314K	0.31%	101
2017 Q4	$965K	Buy	+56,598	New	+$930K	0.36%	85

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

Mutual Advisors's SCHD Position: Q2 2026 in Review

Mutual Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, selling an estimated $461K and leaving 452,686 shares worth $14.4M. The position accounts for 0.27% of the portfolio, ranked #63.

Mutual Advisors first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $21.1M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mutual Advisors held 452,686 shares of Schwab US Dividend Equity ETF worth $14.4M as of Q2 2026.
Mutual Advisors sold 14,544 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $461K.
Schwab US Dividend Equity ETF made up 0.27% of Mutual Advisors's portfolio in Q2 2026, its #63 holding.
Mutual Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
Mutual Advisors's Schwab US Dividend Equity ETF position peaked at $21.1M in Q3 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.