IEQ Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IEQ Capital’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	$8.69M	Sell	273,905 -3,283	-1%	-$104K	0.04%	368
2026 Q1	$8.5M	Sell	277,188 -2,409	-0.9%	-$73.1K	0.04%	391
2025 Q4	$7.67M	Sell	279,597 -1,365	-0.5%	-$37.1K	0.02%	414
2025 Q3	$7.67M	Buy	280,962 +52,440	+23%	+$1.43M	0.02%	392
2025 Q2	$6.06M	Buy	228,522 +4,165	+2%	+$109K	0.04%	371
2025 Q1	$6.27M	Buy	224,357 +152,985	+214%	+$4.26M	0.05%	287
2024 Q4	$1.95M	Buy	71,372 +31,181	+78%	+$886K	0.02%	501
2024 Q3	$1.13M	Buy	40,191 +22,539	+128%	+$614K	0.01%	507
2024 Q2	$458K	Buy	17,652 +1,635	+10%	+$42.6K	0.01%	688
2024 Q1	$431K	Sell	16,017 -1,323	-8%	-$34.2K	0.01%	672
2023 Q4	$440K	Buy	17,340 +690	+4%	+$16.4K	0.01%	615
2023 Q3	$393K	Sell	16,650 -21,696	-57%	-$532K	0.01%	643
2023 Q2	$928K	Buy	38,346 +18,861	+97%	+$451K	0.02%	408
2023 Q1	$475K	Sell	19,485 -663	-3%	-$16.6K	0.01%	580
2022 Q4	$507K	Buy	20,148 +8,388	+71%	+$207K	0.01%	511
2022 Q3	$260K	Sell	11,760 -8,286	-41%	-$201K	0.01%	702
2022 Q2	$479K	Buy	20,046 +9,165	+84%	+$233K	0.01%	484
2022 Q1	$286K	Buy	+10,881	New	+$285K	0.01%	650

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

IEQ Capital's SCHD Position: Q2 2026 in Review

IEQ Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $104K and leaving 273,905 shares worth $8.69M. The position accounts for 0.04% of the portfolio, ranked #368.

IEQ Capital first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IEQ Capital held 273,905 shares of Schwab US Dividend Equity ETF worth $8.69M as of Q2 2026.
IEQ Capital sold 3,283 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $104K.
Schwab US Dividend Equity ETF made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #368 holding.
IEQ Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.