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Independent Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Independent Financial Group’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 		$19.1M Buy
603,599
+177,214
+42% +$5.62M 0.36% 41
2026
Q1 		$13.1M Buy
426,385
+59,631
+16% +$1.81M 0.29% 57
2025
Q4 		$10.1M Buy
366,754
+3,468
+1% +$94.3K 0.22% 82
2025
Q3 		$9.92M Sell
363,286
-92,989
-20% -$2.54M 0.24% 75
2025
Q2 		$12.1M Buy
456,275
+30,843
+7% +$805K 0.33% 47
2025
Q1 		$11.9M Sell
425,432
-8,053
-2% -$224K 0.41% 38
2024
Q4 		$11.8M Buy
433,485
+25,287
+6% +$719K 0.39% 39
2024
Q3 		$11.5M Buy
408,198
+21,273
+5% +$580K 0.42% 35
2024
Q2 		$10M Buy
386,925
+13,926
+4% +$362K 0.4% 38
2024
Q1 		$10M Buy
372,999
+36,303
+11% +$938K 0.46% 33
2023
Q4 		$8.54M Buy
336,696
+63,003
+23% +$1.5M 0.46% 30
2023
Q3 		$6.46M Buy
273,693
+42,936
+19% +$1.05M 0.42% 36
2023
Q2 		$5.59M Sell
230,757
-99,642
-30% -$2.38M 0.39% 46
2023
Q1 		$8.06M Buy
330,399
+86,757
+36% +$2.17M 0.64% 17
2022
Q4 		$6.13M Buy
243,642
+11,019
+5% +$272K 0.53% 26
2022
Q3 		$5.15M Sell
232,623
-14,859
-6% -$361K 0.47% 31
2022
Q2 		$5.91M Sell
247,482
-56,874
-19% -$1.45M 0.63% 24
2022
Q1 		$8M Buy
304,356
+10,914
+4% +$286K 0.65% 19
2021
Q4 		$7.91M Buy
293,442
+23,559
+9% +$612K 0.65% 17
2021
Q3 		$6.68M Buy
269,883
+9,618
+4% +$244K 0.68% 18
2021
Q2 		$6.56M Buy
260,265
+11,157
+4% +$282K 0.7% 18
2021
Q1 		$6.05M Buy
249,108
+34,716
+16% +$790K 0.78% 16
2020
Q4 		$4.58M Buy
214,392
+120,549
+128% +$2.44M 0.68% 21
2020
Q3 		$1.73M Buy
93,843
+39,678
+73% +$730K 0.33% 70
2020
Q2 		$934K Buy
54,165
+549
+1% +$9.27K 0.21% 123
2020
Q1 		$804K Buy
+53,616
New +$963K 0.24% 108

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Independent Financial Group's SCHD Position: Q2 2026 in Review

Independent Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, buying an estimated $5.62M and bringing the position to 603,599 shares worth $19.1M. The position accounts for 0.36% of the portfolio, ranked #41.

Independent Financial Group first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. 2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Independent Financial Group held 603,599 shares of Schwab US Dividend Equity ETF worth $19.1M as of Q2 2026.
  • Independent Financial Group bought 177,214 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.62M.
  • Schwab US Dividend Equity ETF made up 0.36% of Independent Financial Group's portfolio in Q2 2026, its #41 holding.
  • Independent Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.