Indiana Trust & Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Indiana Trust & Investment 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	$139K	Sell	4,386 -437	-9%	-$13.9K	0.04%	208
2026 Q1	$148K	Buy	4,823 +1,007	+26%	+$30.5K	0.05%	193
2025 Q4	$105K	Hold	3,816	–	–	0.03%	223
2025 Q3	$104K	Buy	3,816 +2,069	+118%	+$56.4K	0.03%	230
2025 Q2	$46.3K	Hold	1,747	–	–	0.02%	296
2025 Q1	$48.8K	Hold	1,747	–	–	0.02%	292
2024 Q4	$47.7K	Sell	1,747 -1,040	-37%	-$29.6K	0.02%	292
2024 Q3	$78.5K	Hold	2,787	–	–	0.03%	253
2024 Q2	$72.2K	Hold	2,787	–	–	0.03%	252
2024 Q1	$74.9K	Hold	2,787	–	–	0.03%	249
2023 Q4	$70.7K	Hold	2,787	–	–	0.03%	235
2023 Q3	$65.7K	Buy	+2,787	New	+$68.4K	0.03%	232

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

Indiana Trust & Investment Management's SCHD Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.1% in Q2 2026, selling an estimated $13.9K and leaving 4,386 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #208.

Indiana Trust & Investment Management first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $148K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Indiana Trust & Investment Management held 4,386 shares of Schwab US Dividend Equity ETF worth $139K as of Q2 2026.
Indiana Trust & Investment Management sold 437 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.9K.
Schwab US Dividend Equity ETF made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #208 holding.
Indiana Trust & Investment Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's Schwab US Dividend Equity ETF position peaked at $148K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.