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My Personal CFO LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

My Personal CFO LLC’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 		$2.15M Buy
67,890
+7,419
+12% +$235K 0.84% 34
2026
Q1 		$1.86M Sell
60,471
-110
-0.2% -$3.34K 0.81% 33
2025
Q4 		$1.66M Buy
+60,581
New +$1.65M 0.69% 35
2025
Q3 		– Sell
-60,158
Closed -$1.59M – 139
2025
Q2 		$1.59M Buy
60,158
+13,601
+29% +$355K 0.72% 35
2025
Q1 		$1.3M Buy
46,557
+3,666
+9% +$102K 0.66% 35
2024
Q4 		$1.17M Buy
42,891
+14,943
+53% +$425K 0.6% 36
2024
Q3 		$788K Buy
27,948
+321
+1% +$8.74K 0.43% 46
2024
Q2 		$716K Buy
27,627
+45
+0.2% +$1.17K 0.38% 49
2024
Q1 		$741K Buy
27,582
+645
+2% +$16.7K 0.43% 47
2023
Q4 		$684K Buy
+26,937
New +$642K 0.45% 50
2023
Q1 		– Sell
-7,854
Closed -$198K – 678
2022
Q4 		$198K Buy
+7,854
New +$194K 0.18% 69
2022
Q2 		– Sell
-7,854
Closed -$207K – 59
2022
Q1 		$207K Hold
7,854
– – 0.21% 56
2021
Q4 		$212K Buy
+7,854
New +$204K 0.18% 59

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

My Personal CFO LLC's SCHD Position: Q2 2026 in Review

My Personal CFO LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $235K and bringing the position to 67,890 shares worth $2.15M. The position accounts for 0.84% of the portfolio, ranked #34.

My Personal CFO LLC first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • My Personal CFO LLC held 67,890 shares of Schwab US Dividend Equity ETF worth $2.15M as of Q2 2026.
  • My Personal CFO LLC bought 7,419 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $235K.
  • Schwab US Dividend Equity ETF made up 0.84% of My Personal CFO LLC's portfolio in Q2 2026, its #34 holding.
  • My Personal CFO LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.