IHT Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IHT Wealth Management’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	$6.9M	Buy	217,600 +26,045	+14%	+$826K	0.15%	141
2026 Q1	$5.88M	Sell	191,555 -9,886	-5%	-$300K	0.14%	156
2025 Q4	$5.53M	Sell	201,441 -124,048	-38%	-$3.37M	0.13%	157
2025 Q3	$8.89M	Sell	325,489 -190,479	-37%	-$5.2M	0.22%	97
2025 Q2	$13.7M	Sell	515,968 -10,727	-2%	-$280K	0.38%	58
2025 Q1	$14.7M	Buy	526,695 +11,171	+2%	+$311K	0.46%	46
2024 Q4	$14.1M	Sell	515,524 -93,512	-15%	-$2.66M	0.45%	43
2024 Q3	$17.1M	Buy	609,036 +125,445	+26%	+$3.42M	0.49%	36
2024 Q2	$12.5M	Sell	483,591 -17,454	-3%	-$454K	0.47%	37
2024 Q1	$13.5M	Sell	501,045 -7,743	-2%	-$200K	0.54%	31
2023 Q4	$12.9M	Sell	508,788 -13,887	-3%	-$331K	0.58%	29
2023 Q3	$12.3M	Buy	522,675 +62,220	+14%	+$1.53M	0.63%	27
2023 Q2	$11.1M	Buy	460,455 +70,719	+18%	+$1.69M	0.58%	30
2023 Q1	$9.5M	Buy	389,736 +68,541	+21%	+$1.71M	0.54%	32
2022 Q4	$8.09M	Buy	321,195 +47,547	+17%	+$1.17M	0.51%	37
2022 Q3	$6.06M	Buy	273,648 +196,707	+256%	+$4.78M	0.46%	38
2022 Q2	$1.84M	Buy	76,941 +22,866	+42%	+$582K	0.16%	140
2022 Q1	$1.42M	Buy	54,075 +18,801	+53%	+$492K	0.11%	189
2021 Q4	$950K	Buy	35,274 +900	+3%	+$23.4K	0.07%	272
2021 Q3	$851K	Sell	34,374 -2,037	-6%	-$51.8K	0.07%	281
2021 Q2	$918K	Buy	36,411 +3,366	+10%	+$85K	0.06%	341
2021 Q1	$803K	Buy	33,045 +16,710	+102%	+$380K	0.06%	321
2020 Q4	$349K	Buy	+16,335	New	+$331K	0.03%	514
2018 Q2	–	Sell	-4,074	Closed	-$65K	–	1173
2018 Q1	$65K	Hold	4,074	–	–	0.02%	600
2017 Q4	$71K	Buy	4,074 +3,999	+5,332%	+$65.7K	0.02%	590
2017 Q3	$1K	Hold	75	–	–	﹤0.01%	1349
2017 Q2	$47	Buy	+75	New	+$1.13K	0.02%	519

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

IHT Wealth Management's SCHD Position: Q2 2026 in Review

IHT Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $826K and bringing the position to 217,600 shares worth $6.9M. The position accounts for 0.15% of the portfolio, ranked #141.

IHT Wealth Management first reported a position in SCHD in Q2 2017 and has held it in 27 quarters since. The position peaked at $17.1M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IHT Wealth Management held 217,600 shares of Schwab US Dividend Equity ETF worth $6.9M as of Q2 2026.
IHT Wealth Management bought 26,045 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $826K.
Schwab US Dividend Equity ETF made up 0.15% of IHT Wealth Management's portfolio in Q2 2026, its #141 holding.
IHT Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 27 quarters since.
IHT Wealth Management's Schwab US Dividend Equity ETF position peaked at $17.1M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.