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RetireMitten Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RetireMitten Financial’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 		– Sell
-4,873
Closed -$150K – 126
2026
Q1 		$150K Buy
+4,873
New +$148K 0.07% 39

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Bank of America
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LPL Financial
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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 22.9% 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

RetireMitten Financial's SCHD Position: Q2 2026 in Review

RetireMitten Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 4,873 shares — an estimated $150K sold.

RetireMitten Financial first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $150K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • RetireMitten Financial reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • RetireMitten Financial sold 4,873 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $150K.
  • RetireMitten Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • RetireMitten Financial's Schwab US Dividend Equity ETF position peaked at $150K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.