IFG Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IFG Advisory’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	$11M	Buy	346,246 +343,866	+14,448%	+$10.9M	0.38%	61
2026 Q1	$73K	Sell	2,380 -304,043	-99%	-$9.22M	0.21%	107
2025 Q4	$8.41M	Buy	306,423 +77,939	+34%	+$2.12M	0.37%	76
2025 Q3	$6.24M	Buy	228,484 +93,993	+70%	+$2.56M	0.28%	94
2025 Q2	$3.56M	Buy	134,491 +81,036	+152%	+$2.12M	0.18%	140
2025 Q1	$1.49M	Buy	53,455 +8,720	+19%	+$243K	0.08%	254
2024 Q4	$1.22M	Buy	44,735 +13,733	+44%	+$390K	0.07%	267
2024 Q3	$874K	Sell	31,002 -663	-2%	-$18.1K	0.06%	287
2024 Q2	$821K	Sell	31,665 -193,227	-86%	-$5.03M	0.05%	317
2024 Q1	$6.04M	Sell	224,892 -1,701	-0.8%	-$43.9K	0.45%	54
2023 Q4	$5.75M	Buy	226,593 +19,815	+10%	+$472K	0.42%	53
2023 Q3	$4.88M	Buy	206,778 +7,638	+4%	+$187K	0.41%	52
2023 Q2	$4.82M	Buy	199,140 +3,111	+2%	+$74.3K	0.43%	56
2023 Q1	$4.78M	Sell	196,029 -6,357	-3%	-$159K	0.45%	53
2022 Q4	$5.1M	Buy	202,386 +26,763	+15%	+$661K	0.51%	42
2022 Q3	$3.89M	Buy	175,623 +7,158	+4%	+$174K	0.35%	62
2022 Q2	$4.02M	Buy	168,465 +61,614	+58%	+$1.57M	0.43%	51
2022 Q1	$2.81M	Buy	106,851 +26,094	+32%	+$683K	0.28%	81
2021 Q4	$2.17M	Buy	80,757 +4,107	+5%	+$107K	0.21%	112
2021 Q3	$1.9M	Buy	76,650 +57,048	+291%	+$1.45M	0.2%	130
2021 Q2	$494K	Sell	19,602 -1,662	-8%	-$42K	0.05%	288
2021 Q1	$516K	Sell	21,264 -2,280	-10%	-$51.9K	0.06%	292
2020 Q4	$503K	Sell	23,544 -195	-0.8%	-$3.95K	0.07%	259
2020 Q3	$437K	Buy	23,739 +801	+3%	+$14.7K	0.07%	253
2020 Q2	$395K	Hold	22,938	–	–	0.07%	249
2020 Q1	$343K	Sell	22,938 -2,115	-8%	-$38K	0.08%	241
2019 Q4	$483K	Buy	25,053 +495	+2%	+$9.27K	0.09%	240
2019 Q3	$448K	Buy	+24,558	New	+$440K	0.09%	244

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

IFG Advisory's SCHD Position: Q2 2026 in Review

IFG Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 14,448% in Q2 2026, buying an estimated $10.9M and bringing the position to 346,246 shares worth $11M. The position accounts for 0.38% of the portfolio, ranked #61.

IFG Advisory first reported a position in SCHD in Q3 2019 and has held it in 28 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IFG Advisory held 346,246 shares of Schwab US Dividend Equity ETF worth $11M as of Q2 2026.
IFG Advisory bought 343,866 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.9M.
Schwab US Dividend Equity ETF made up 0.38% of IFG Advisory's portfolio in Q2 2026, its #61 holding.
IFG Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 28 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.