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

IFS 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	$38.7K	Hold	1,220	–	–	0.02%	66
2026 Q1	$37.4K	Hold	1,220	–	–	0.02%	64
2025 Q4	$33.5K	Sell	1,220 -97	-7%	-$2.64K	0.02%	56
2025 Q3	$36K	Buy	1,317 +51	+4%	+$1.39K	0.02%	53
2025 Q2	$33.5K	Buy	1,266 +188	+17%	+$4.91K	0.03%	46
2025 Q1	$30.1K	Hold	1,078	–	–	0.02%	57
2024 Q4	$29.4K	Sell	1,078 -59	-5%	-$1.68K	0.02%	52
2024 Q3	$32K	Buy	1,137 +87	+8%	+$2.37K	0.03%	35
2024 Q2	$27.2K	Buy	1,050 +9	+0.9%	+$234	0.02%	37
2024 Q1	$28K	Sell	1,041 -30	-3%	-$775	0.02%	36
2023 Q4	$27.2K	Buy	1,071 +48	+5%	+$1.14K	0.03%	33
2023 Q3	$24.1K	Buy	+1,023	New	+$25.1K	0.05%	34
2023 Q2	–	Hold	0	–	–	–	150
2022 Q3	–	Sell	-4,974	Closed	-$118K	–	126
2022 Q2	$118K	Sell	4,974 -535,791	-99%	-$13.6M	0.31%	10
2022 Q1	$14.2M	Buy	540,765 +540,690	+720,920%	+$14.2M	13.31%	5
2021 Q4	$2K	Buy	+75	New	+$1.95K	﹤0.01%	102
2021 Q1	–	Sell	-75	Closed	-$1K	–	119
2020 Q4	$1K	Buy	+75	New	+$1.52K	﹤0.01%	160

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

IFS Advisors's SCHD Position: Q2 2026 in Review

IFS Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,220 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #66.

IFS Advisors first reported a position in SCHD in Q4 2020 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2022. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IFS Advisors held 1,220 shares of Schwab US Dividend Equity ETF worth $38.7K as of Q2 2026.
IFS Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of IFS Advisors's portfolio in Q2 2026, its #66 holding.
IFS Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 16 quarters since.
IFS Advisors's Schwab US Dividend Equity ETF position peaked at $14.2M in Q1 2022.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.