IFP Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IFP Advisors’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	$22.6M	Buy	712,723 +17,536	+3%	+$556K	0.41%	44
2026 Q1	$21.3M	Sell	695,187 -86,796	-11%	-$2.63M	0.44%	41
2025 Q4	$21.4M	Buy	781,983 +6,186	+0.8%	+$168K	0.48%	34
2025 Q3	$21.2M	Sell	775,797 -36,493	-4%	-$996K	0.55%	30
2025 Q2	$21.5M	Buy	812,290 +28,541	+4%	+$745K	0.61%	27
2025 Q1	$21.9M	Buy	783,749 +30,935	+4%	+$862K	0.68%	20
2024 Q4	$20.6M	Buy	752,814 +66,738	+10%	+$1.9M	0.67%	24
2024 Q3	$19.3M	Buy	686,076 +122,196	+22%	+$3.33M	0.7%	24
2024 Q2	$14.6M	Buy	563,880 +62,958	+13%	+$1.64M	0.58%	33
2024 Q1	$13.5M	Buy	500,922 +155,508	+45%	+$4.02M	0.59%	36
2023 Q4	$8.77M	Sell	345,414 -82,251	-19%	-$1.96M	0.41%	52
2023 Q3	$10.1M	Sell	427,665 -38,340	-8%	-$941K	0.45%	47
2023 Q2	$11.3M	Sell	466,005 -195,795	-30%	-$4.68M	0.47%	41
2023 Q1	$11M	Sell	661,800 -404,310	-38%	-$10.1M	0.48%	40
2022 Q4	$17.7M	Buy	1,066,110 +55,695	+6%	+$1.37M	0.47%	31
2022 Q3	$16.8M	Buy	1,010,415 +86,517	+9%	+$2.1M	0.44%	32
2022 Q2	$15.4M	Hold	923,898	–	–	0.49%	30
2022 Q1	$15.4M	Buy	923,898 +218,043	+31%	+$5.71M	0.49%	30
2021 Q4	$19M	Buy	705,855 +27,687	+4%	+$719K	0.37%	28
2021 Q3	$16.8M	Buy	678,168 +97,929	+17%	+$2.49M	0.34%	31
2021 Q2	$14.6M	Buy	580,239 +212,175	+58%	+$5.36M	0.3%	31
2021 Q1	$8.95M	Buy	368,064 +183,084	+99%	+$4.16M	0.17%	54
2020 Q4	$3.96M	Buy	184,980 +23,391	+14%	+$474K	0.16%	100
2020 Q3	$2.98M	Sell	161,589 -13,416	-8%	-$247K	0.18%	115
2020 Q2	$2.98M	Sell	175,005 -24,594	-12%	-$415K	0.24%	85
2020 Q1	$3.02M	Sell	199,599 -2,862	-1%	-$51.4K	0.31%	71
2019 Q4	$3.92M	Sell	202,461 -25,056	-11%	-$469K	0.29%	76
2019 Q3	$4.14M	Buy	+227,517	New	+$4.07M	0.28%	84
2019 Q1	$97K	Sell	5,520 -230,028	-98%	-$3.87M	0.01%	696
2018 Q4	$3.66M	Buy	235,548 +14,184	+6%	+$236K	0.22%	99
2018 Q3	$3.91M	Buy	221,364 +15,807	+8%	+$274K	0.16%	147
2018 Q2	$3.38M	Buy	205,557 +38,040	+23%	+$626K	0.14%	166
2018 Q1	$2.86M	Hold	167,517	–	–	0.13%	180
2017 Q4	$2.86M	Buy	167,517 +1,266	+0.8%	+$20.8K	0.13%	180
2017 Q3	$2.59M	Buy	166,251 +15,639	+10%	+$239K	0.1%	212
2017 Q2	$2.26M	Sell	150,612 -1,239	-0.8%	-$18.6K	0.1%	233
2017 Q1	$2.26M	Buy	151,851 +20,367	+15%	+$300K	0.1%	225
2016 Q4	$1.91M	Sell	131,484 -25,875	-16%	-$367K	0.09%	240
2016 Q3	$2.22M	Sell	157,359 -1,866	-1%	-$26.3K	0.12%	196
2016 Q2	$2.2M	Buy	159,225 +153,705	+2,785%	+$2.07M	0.12%	188
2016 Q1	$97K	Sell	5,520 -128,076	-96%	-$1.62M	0.01%	695
2015 Q4	$1.72M	Buy	+133,596	New	+$1.72M	0.12%	190

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

IFP Advisors's SCHD Position: Q2 2026 in Review

IFP Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2026, buying an estimated $556K and bringing the position to 712,723 shares worth $22.6M. The position accounts for 0.41% of the portfolio, ranked #44.

IFP Advisors first reported a position in SCHD in Q4 2015 and has held it in 42 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IFP Advisors held 712,723 shares of Schwab US Dividend Equity ETF worth $22.6M as of Q2 2026.
IFP Advisors bought 17,536 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $556K.
Schwab US Dividend Equity ETF made up 0.41% of IFP Advisors's portfolio in Q2 2026, its #44 holding.
IFP Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 42 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.