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 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

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

Impact Partnership Wealth's SCHD Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,283 shares worth $294K. The stake represents 0.03% of the portfolio and ranks #349 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in SCHD as recently as Q1 2024.

Impact Partnership Wealth first reported a position in SCHD in Q3 2023 and has held it in 4 quarters since. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Impact Partnership Wealth held 9,283 shares of Schwab US Dividend Equity ETF worth $294K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Impact Partnership Wealth position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #349 holding.
Impact Partnership Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 4 quarters since.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.