Institute for Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Institute for 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	$161K	Sell	5,068 -23,763	-82%	-$754K	0.01%	567
2026 Q1	$885K	Buy	28,831 +910	+3%	+$27.6K	0.09%	217
2025 Q4	$766K	Buy	27,921 +327	+1%	+$8.89K	0.08%	233
2025 Q3	$753K	Sell	27,594 -2,963	-10%	-$80.8K	0.08%	247
2025 Q2	$810K	Buy	30,557 +123	+0.4%	+$3.21K	0.09%	235
2025 Q1	$851K	Sell	30,434 -1,852	-6%	-$51.6K	0.11%	208
2024 Q4	$882K	Buy	32,286 +1,929	+6%	+$54.8K	0.11%	197
2024 Q3	$855K	Sell	30,357 -1,917	-6%	-$52.2K	0.11%	203
2024 Q2	$837K	Sell	32,274 -12,414	-28%	-$323K	0.11%	192
2024 Q1	$1.2M	Sell	44,688 -12,273	-22%	-$317K	0.15%	140
2023 Q4	$1.45M	Sell	56,961 -1,683	-3%	-$40.1K	0.23%	105
2023 Q3	$1.38M	Sell	58,644 -2,646	-4%	-$64.9K	0.25%	98
2023 Q2	$1.48M	Buy	61,290 +2,478	+4%	+$59.2K	0.25%	100
2023 Q1	$1.43M	Buy	58,812 +22,653	+63%	+$566K	0.27%	95
2022 Q4	$911K	Buy	36,159 +10,473	+41%	+$259K	0.19%	150
2022 Q3	$569K	Sell	25,686 -660	-3%	-$16K	0.13%	211
2022 Q2	$629K	Sell	26,346 -2,121	-7%	-$54K	0.12%	211
2022 Q1	$749K	Buy	28,467 +321	+1%	+$8.41K	0.12%	208
2021 Q4	$758K	Buy	28,146 +8,760	+45%	+$228K	0.12%	203
2021 Q3	$480K	Buy	19,386 +273	+1%	+$6.94K	0.08%	285
2021 Q2	$482K	Buy	19,113 +3,432	+22%	+$86.7K	0.08%	279
2021 Q1	$381K	Buy	15,681 +978	+7%	+$22.2K	0.07%	315
2020 Q4	$314K	Buy	14,703 +1,089	+8%	+$22.1K	0.06%	338
2020 Q3	$251K	Buy	13,614 +1,923	+16%	+$35.4K	0.06%	356
2020 Q2	$202K	Buy	+11,691	New	+$197K	0.05%	398
2020 Q1	–	Sell	-9,828	Closed	-$190K	–	624
2019 Q4	$190K	Buy	+9,828	New	+$184K	0.04%	427
2018 Q1	–	Sell	-20,679	Closed	-$352K	–	374
2017 Q4	$352K	Buy	+20,679	New	+$340K	0.08%	278

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

Institute for Wealth Management's SCHD Position: Q2 2026 in Review

Institute for Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 82% in Q2 2026, selling an estimated $754K and leaving 5,068 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #567.

Institute for Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.48M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Institute for Wealth Management held 5,068 shares of Schwab US Dividend Equity ETF worth $161K as of Q2 2026.
Institute for Wealth Management sold 23,763 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $754K.
Schwab US Dividend Equity ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #567 holding.
Institute for Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 27 quarters since.
Institute for Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.48M in Q2 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.