Iams Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Iams Wealth Management’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	-19,600	Closed	-$601K	–	199
2026 Q1	$601K	Sell	19,600 -286	-1%	-$8.68K	0.21%	122
2025 Q4	$546K	Buy	19,886 +332	+2%	+$9.03K	0.2%	121
2025 Q3	$534K	Buy	+19,554	New	+$533K	0.21%	116
2025 Q2	–	Sell	-15,351	Closed	-$429K	–	185
2025 Q1	$429K	Sell	15,351 -16,439	-52%	-$458K	0.2%	116
2024 Q4	$869K	Buy	31,790 +13,487	+74%	+$383K	0.4%	71
2024 Q3	$516K	Buy	+18,303	New	+$499K	0.25%	101

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

Iams Wealth Management's SCHD Position: Q2 2026 in Review

Iams Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 19,600 shares — an estimated $601K sold.

Iams Wealth Management first reported a position in SCHD in Q3 2024 and held it in 6 quarters. The position peaked at $869K in Q4 2024. 2,130 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Iams Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 19,600 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $601K.
Iams Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 6 quarters.
Iams Wealth Management's Schwab US Dividend Equity ETF position peaked at $869K in Q4 2024.
2,130 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.