Innovative Wealth Building
SCHD icon

Innovative Wealth Building’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Innovative Wealth Building’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
Q3 		$737K Buy
22,643
+11,965
+112% +$403K 0.41% 41
2026
Q2 		$339K Buy
10,678
+1,443
+16% +$45.8K 0.2% 57
2026
Q1 		$283K Buy
9,235
+612
+7% +$18.6K 0.2% 57
2025
Q4 		$237K Sell
8,623
-451
-5% -$12.3K 0.17% 56
2025
Q3 		$248K Buy
+9,074
New +$248K 0.19% 48

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Innovative Wealth Building's SCHD Position: Q3 2026 in Review

Innovative Wealth Building increased its Schwab US Dividend Equity ETF (SCHD) stake by 112% in Q3 2026, buying an estimated $403K and bringing the position to 22,643 shares worth $737K. The position accounts for 0.41% of the portfolio, ranked #41.

Innovative Wealth Building first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Innovative Wealth Building held 22,643 shares of Schwab US Dividend Equity ETF worth $737K as of Q3 2026.
  • Innovative Wealth Building bought 11,965 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $403K.
  • Schwab US Dividend Equity ETF made up 0.41% of Innovative Wealth Building's portfolio in Q3 2026, its #41 holding.
  • Innovative Wealth Building first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.