MFG Investments, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MFG Investments, 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 Q3	$232K	Buy	+7,146	New	+$241K	0.25%	72

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

MFG Investments, LLC's SCHD Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 7,146 shares worth $232K. The stake represents 0.25% of the portfolio and ranks #72 among its holdings.

1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MFG Investments, LLC held 7,146 shares of Schwab US Dividend Equity ETF worth $232K as of Q3 2026.
Schwab US Dividend Equity ETF was a new MFG Investments, LLC position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.25% of MFG Investments, LLC's portfolio in Q3 2026, its #72 holding.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.