Impact Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Impact Capital Partners’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	$539K	Buy	16,997 +133	+0.8%	+$4.22K	0.15%	138
2026 Q1	$517K	Buy	16,864 +140	+0.8%	+$4.25K	0.16%	135
2025 Q4	$459K	Sell	16,724 -864	-5%	-$23.5K	0.14%	152
2025 Q3	$480K	Buy	+17,588	New	+$480K	0.14%	141

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Impact Capital Partners's SCHD Position: Q2 2026 in Review

Impact Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $4.22K and bringing the position to 16,997 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #138.

Impact Capital Partners first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Impact Capital Partners held 16,997 shares of Schwab US Dividend Equity ETF worth $539K as of Q2 2026.
Impact Capital Partners bought 133 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.22K.
Schwab US Dividend Equity ETF made up 0.15% of Impact Capital Partners's portfolio in Q2 2026, its #138 holding.
Impact Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
599 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.