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

Independent Solutions 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	$3.32M	Sell	104,567 -407	-0.4%	-$12.9K	0.43%	67
2026 Q1	$3.22M	Buy	104,974 +1,111	+1%	+$33.7K	0.47%	60
2025 Q4	$2.85M	Buy	103,863 +1,354	+1%	+$36.8K	0.52%	65
2025 Q3	$2.8M	Buy	102,509 +3,841	+4%	+$105K	0.5%	69
2025 Q2	$2.61M	Sell	98,668 -2,649	-3%	-$69.2K	0.51%	65
2025 Q1	$2.83M	Buy	101,317 +5,259	+5%	+$147K	0.63%	50
2024 Q4	$2.62M	Sell	96,058 -4,799	-5%	-$136K	0.57%	51
2024 Q3	$2.84M	Sell	100,857 -231	-0.2%	-$6.29K	0.64%	45
2024 Q2	$2.62M	Buy	101,088 +3,354	+3%	+$87.3K	0.6%	50
2024 Q1	$2.63M	Buy	97,734 +9,018	+10%	+$233K	0.62%	47
2023 Q4	$2.25M	Buy	88,716 +10,848	+14%	+$259K	0.58%	52
2023 Q3	$1.84M	Buy	77,868 +16,275	+26%	+$399K	0.48%	55
2023 Q2	$1.49M	Buy	61,593 +5,283	+9%	+$126K	0.38%	67
2023 Q1	$1.37M	Buy	56,310 +1,200	+2%	+$30K	0.4%	63
2022 Q4	$1.39M	Sell	55,110 -4,965	-8%	-$123K	0.42%	61
2022 Q3	$1.33M	Buy	60,075 +6,144	+11%	+$149K	0.44%	59
2022 Q2	$1.29M	Buy	53,931 +5,682	+12%	+$145K	0.4%	66
2022 Q1	$1.27M	Buy	48,249 +5,112	+12%	+$134K	0.3%	80
2021 Q4	$1.16M	Buy	43,137 +4,083	+10%	+$106K	0.27%	85
2021 Q3	$966K	Buy	39,054 +7,563	+24%	+$192K	0.24%	92
2021 Q2	$794K	Buy	31,491 +8,058	+34%	+$203K	0.19%	104
2021 Q1	$570K	Sell	23,433 -2,256	-9%	-$51.3K	0.16%	111
2020 Q4	$549K	Sell	25,689 -6,996	-21%	-$142K	0.17%	103
2020 Q3	$602K	Sell	32,685 -5,880	-15%	-$108K	0.23%	84
2020 Q2	$665K	Sell	38,565 -522	-1%	-$8.82K	0.28%	68
2020 Q1	$586K	Sell	39,087 -843	-2%	-$15.1K	0.32%	60
2019 Q4	$771K	Buy	+39,930	New	+$748K	0.34%	57

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

Independent Solutions Wealth Management's SCHD Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.39% in Q2 2026, selling an estimated $12.9K and leaving 104,567 shares worth $3.32M. The position accounts for 0.43% of the portfolio, ranked #67.

Independent Solutions Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Independent Solutions Wealth Management held 104,567 shares of Schwab US Dividend Equity ETF worth $3.32M as of Q2 2026.
Independent Solutions Wealth Management sold 407 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12.9K.
Schwab US Dividend Equity ETF made up 0.43% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #67 holding.
Independent Solutions Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.