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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IFG Advisory's SCHD Position: Q1 2026 in Review

IFG Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 99% in Q1 2026, selling an estimated $9.22M and leaving 2,380 shares worth $73K. The position accounts for 0.21% of the portfolio, ranked #107.

IFG Advisory first reported a position in SCHD in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.41M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • IFG Advisory held 2,380 shares of Schwab US Dividend Equity ETF worth $73K as of Q1 2026.
  • IFG Advisory sold 304,043 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $9.22M.
  • Schwab US Dividend Equity ETF made up 0.21% of IFG Advisory's portfolio in Q1 2026, its #107 holding.
  • IFG Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisory's Schwab US Dividend Equity ETF position peaked at $8.41M in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.