IAG Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IAG Wealth Partners’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	$171K	Buy	5,272 +964	+22%	+$32.5K	0.02%	136
2026 Q2	$137K	Hold	4,308	–	–	0.01%	148
2026 Q1	$132K	Buy	4,308 +4,164	+2,892%	+$126K	0.01%	150
2025 Q4	$3.95K	Sell	144 -250	-63%	-$6.8K	﹤0.01%	421
2025 Q3	$10.8K	Hold	394	–	–	﹤0.01%	367
2025 Q2	$10.4K	Buy	394 +250	+174%	+$6.53K	﹤0.01%	336
2025 Q1	$4.03K	Hold	144	–	–	﹤0.01%	421
2024 Q4	$3.93K	Sell	144 -1,437	-91%	-$40.9K	﹤0.01%	441
2024 Q3	$44.5K	Buy	1,581 +1,437	+998%	+$39.1K	0.01%	199
2024 Q2	$3.73K	Hold	144	–	–	﹤0.01%	420
2024 Q1	$3.87K	Hold	144	–	–	﹤0.01%	384
2023 Q4	$3.65K	Hold	144	–	–	﹤0.01%	372
2023 Q3	$3.4K	Sell	144 -795	-85%	-$19.5K	﹤0.01%	377
2023 Q2	$22.7K	Buy	939 +381	+68%	+$9.1K	0.01%	226
2023 Q1	$13.6K	Buy	558 +360	+182%	+$9K	﹤0.01%	267
2022 Q4	$4.99K	Hold	198	–	–	﹤0.01%	361
2022 Q3	$4K	Hold	198	–	–	﹤0.01%	366
2022 Q2	$5K	Hold	198	–	–	﹤0.01%	340
2022 Q1	$5K	Hold	198	–	–	﹤0.01%	361
2021 Q4	$5K	Hold	198	–	–	﹤0.01%	350
2021 Q3	$5K	Hold	198	–	–	﹤0.01%	337
2021 Q2	$5K	Hold	198	–	–	﹤0.01%	321
2021 Q1	$5K	Hold	198	–	–	﹤0.01%	316
2020 Q4	$5K	Hold	198	–	–	﹤0.01%	297
2020 Q3	$4K	Hold	198	–	–	﹤0.01%	297
2020 Q2	$4K	Hold	198	–	–	﹤0.01%	301
2020 Q1	$3K	Hold	198	–	–	﹤0.01%	312
2019 Q4	$4K	Buy	+198	New	+$3.71K	﹤0.01%	330

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

IAG Wealth Partners's SCHD Position: Q3 2026 in Review

IAG Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q3 2026, buying an estimated $32.5K and bringing the position to 5,272 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #136.

IAG Wealth Partners first reported a position in SCHD in Q4 2019 and has held it in 28 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

IAG Wealth Partners held 5,272 shares of Schwab US Dividend Equity ETF worth $171K as of Q3 2026.
IAG Wealth Partners bought 964 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $32.5K.
Schwab US Dividend Equity ETF made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #136 holding.
IAG Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 28 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.