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 Q3	$1.79M	Buy	54,968 +53,748	+4,406%	+$1.81M	0.54%	41
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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFS Advisors's SCHD Position: Q3 2026 in Review

IFS Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4,406% in Q3 2026, buying an estimated $1.81M and bringing the position to 54,968 shares worth $1.79M. The position accounts for 0.54% of the portfolio, ranked #41.

IFS Advisors first reported a position in SCHD in Q4 2020 and has held it in 17 quarters since. The position peaked at $14.2M in Q1 2022. 986 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

IFS Advisors held 54,968 shares of Schwab US Dividend Equity ETF worth $1.79M as of Q3 2026.
IFS Advisors bought 53,748 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.81M.
Schwab US Dividend Equity ETF made up 0.54% of IFS Advisors's portfolio in Q3 2026, its #41 holding.
IFS Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 17 quarters since.
IFS Advisors's Schwab US Dividend Equity ETF position peaked at $14.2M in Q1 2022.
986 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.