IFC & Insurance Marketing’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IFC & Insurance Marketing’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	$541K	Buy	17,067 +8,335	+95%	+$264K	0.48%	37
2026 Q1	$268K	Buy	8,732 +1,840	+27%	+$55.8K	0.28%	51
2025 Q4	$189K	Buy	+6,892	New	+$187K	0.19%	60

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

IFC & Insurance Marketing's SCHD Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Schwab US Dividend Equity ETF (SCHD) stake by 95% in Q2 2026, buying an estimated $264K and bringing the position to 17,067 shares worth $541K. The position accounts for 0.48% of the portfolio, ranked #37.

IFC & Insurance Marketing first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IFC & Insurance Marketing held 17,067 shares of Schwab US Dividend Equity ETF worth $541K as of Q2 2026.
IFC & Insurance Marketing bought 8,335 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $264K.
Schwab US Dividend Equity ETF made up 0.48% of IFC & Insurance Marketing's portfolio in Q2 2026, its #37 holding.
IFC & Insurance Marketing first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.