IAP
SCHD icon

Indie Asset Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Indie Asset Partners’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
Q1 		$1.72M Buy
55,904
+2,780
+5% +$84.3K 1.95% 13
2025
Q4 		$1.46M Sell
53,124
-1,111
-2% -$30.2K 1.62% 17
2025
Q3 		$1.48M Sell
54,235
-1,744
-3% -$47.6K 1.97% 14
2025
Q2 		$1.48M Sell
55,979
-10,547
-16% -$275K 2.7% 9
2025
Q1 		$1.86M Sell
66,526
-3,575
-5% -$99.7K 1.61% 7
2024
Q4 		$1.92M Buy
70,101
+615
+0.9% +$17.5K 1.5% 11
2024
Q3 		$1.96M Buy
69,486
+2,193
+3% +$59.7K 1.47% 8
2024
Q2 		$1.74M Buy
67,293
+7,638
+13% +$199K 1.39% 9
2024
Q1 		$1.6M Sell
59,655
-15
-0% -$388 1.43% 9
2023
Q4 		$1.51M Buy
59,670
+438
+0.7% +$10.4K 1.37% 11
2023
Q3 		$1.4M Sell
59,232
-2,457
-4% -$60.3K 1.41% 10
2023
Q2 		$1.49M Sell
61,689
-33,702
-35% -$805K 1.62% 9
2023
Q1 		$2.33M Buy
95,391
+6,159
+7% +$154K 2.72% 4
2022
Q4 		$2.25M Sell
89,232
-21,693
-20% -$535K 2.46% 5
2022
Q3 		$2.46M Sell
110,925
-9,366
-8% -$228K 2.52% 5
2022
Q2 		$2.87M Buy
120,291
+13,644
+13% +$347K 2.54% 5
2022
Q1 		$2.8M Buy
106,647
+4,869
+5% +$128K 2.11% 6
2021
Q4 		$2.74M Buy
101,778
+1,575
+2% +$40.9K 1.99% 7
2021
Q3 		$2.48M Buy
100,203
+8,448
+9% +$215K 2.01% 9
2021
Q2 		$2.31M Sell
91,755
-423
-0.5% -$10.7K 1.87% 7
2021
Q1 		$2.24M Sell
92,178
-9,345
-9% -$213K 2.55% 7
2020
Q4 		$2.17M Sell
101,523
-4,605
-4% -$93.4K 2.53% 8
2020
Q3 		$1.96M Buy
106,128
+600
+0.6% +$11K 2.45% 10
2020
Q2 		$2M Sell
105,528
-9,678
-8% -$163K 2.51% 9
2020
Q1 		$1.73M Sell
115,206
-10,845
-9% -$195K 2.15% 12
2019
Q4 		$2.43M Buy
+126,051
New +$2.36M 2.59% 10

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Indie Asset Partners's SCHD Position: Q1 2026 in Review

Indie Asset Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q1 2026, buying an estimated $84.3K and bringing the position to 55,904 shares worth $1.72M. The position accounts for 1.95% of the portfolio, ranked #13.

Indie Asset Partners first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.87M in Q2 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Indie Asset Partners held 55,904 shares of Schwab US Dividend Equity ETF worth $1.72M as of Q1 2026.
  • Indie Asset Partners bought 2,780 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $84.3K.
  • Schwab US Dividend Equity ETF made up 1.95% of Indie Asset Partners's portfolio in Q1 2026, its #13 holding.
  • Indie Asset Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's Schwab US Dividend Equity ETF position peaked at $2.87M in Q2 2022.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.