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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IFS Advisors's SCHD Position: Q1 2026 in Review

IFS Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 1,220 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #64.

IFS Advisors first reported a position in SCHD in Q4 2020 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

IFS Advisors held 1,220 shares of Schwab US Dividend Equity ETF worth $37.4K as of Q1 2026.
IFS Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.02% of IFS Advisors's portfolio in Q1 2026, its #64 holding.
IFS Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 15 quarters since.
IFS Advisors's Schwab US Dividend Equity ETF position peaked at $14.2M in Q1 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.