Impact Partnership Wealth
SCHD icon

Impact Partnership Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Impact Partnership Wealth’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 		$381K Buy
11,698
+2,415
+26% +$81.4K 0.03% 316
2026
Q2 		$294K Buy
+9,283
New +$294K 0.03% 349
2024
Q2 		– Sell
-483
Closed -$13K – 588
2024
Q1 		$13K Hold
483
– – 0.01% 425
2023
Q4 		$12.3K Hold
483
– – ﹤0.01% 473
2023
Q3 		$11.4K Buy
+483
New +$11.9K ﹤0.01% 574

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Impact Partnership Wealth's SCHD Position: Q3 2026 in Review

Impact Partnership Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q3 2026, buying an estimated $81.4K and bringing the position to 11,698 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #316.

Impact Partnership Wealth first reported a position in SCHD in Q3 2023 and has held it in 5 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Impact Partnership Wealth held 11,698 shares of Schwab US Dividend Equity ETF worth $381K as of Q3 2026.
  • Impact Partnership Wealth bought 2,415 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $81.4K.
  • Schwab US Dividend Equity ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q3 2026, its #316 holding.
  • Impact Partnership Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 5 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.