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 Q2	$2.06M	Buy	64,913 +9,009	+16%	+$286K	1.97%	14
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

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

Indie Asset Partners's SCHD Position: Q2 2026 in Review

Indie Asset Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $286K and bringing the position to 64,913 shares worth $2.06M. The position accounts for 1.97% of the portfolio, ranked #14.

Indie Asset Partners first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.87M in Q2 2022. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Indie Asset Partners held 64,913 shares of Schwab US Dividend Equity ETF worth $2.06M as of Q2 2026.
Indie Asset Partners bought 9,009 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286K.
Schwab US Dividend Equity ETF made up 1.97% of Indie Asset Partners's portfolio in Q2 2026, its #14 holding.
Indie Asset Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Indie Asset Partners's Schwab US Dividend Equity ETF position peaked at $2.87M in Q2 2022.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.