Integrated Advisors Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Integrated Advisors Network’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	$19.8M	Sell	644,310 -157,211	-20%	-$4.77M	1.04%	14
2025 Q4	$22M	Buy	801,521 +99,911	+14%	+$2.72M	0.97%	17
2025 Q3	$19.2M	Sell	701,610 -21,500	-3%	-$587K	0.8%	21
2025 Q2	$19.2M	Buy	723,110 +15,554	+2%	+$406K	0.87%	15
2025 Q1	$19.8M	Sell	707,556 -366,477	-34%	-$10.2M	1%	14
2024 Q4	$29.3M	Buy	1,074,033 +71,388	+7%	+$2.03M	1.4%	11
2024 Q3	$28.3M	Sell	1,002,645 -52,968	-5%	-$1.44M	1.34%	10
2024 Q2	$27.4M	Buy	1,055,613 +150,420	+17%	+$3.92M	1.4%	10
2024 Q1	$24.3M	Buy	905,193 +13,440	+2%	+$347K	1.24%	9
2023 Q4	$22.6M	Sell	891,753 -80,247	-8%	-$1.91M	1.28%	9
2023 Q3	$22.9M	Buy	972,000 +214,617	+28%	+$5.27M	1.4%	9
2023 Q2	$18.3M	Sell	757,383 -277,722	-27%	-$6.64M	1.06%	14
2023 Q1	$25.2M	Buy	1,035,105 +376,446	+57%	+$9.41M	1.52%	7
2022 Q4	$16.6M	Buy	658,659 +3,216	+0.5%	+$79.4K	1.07%	12
2022 Q3	$14.5M	Sell	655,443 -77,019	-11%	-$1.87M	0.99%	14
2022 Q2	$17.5M	Sell	732,462 -468,708	-39%	-$11.9M	1.14%	11
2022 Q1	$31.6M	Sell	1,201,170 -116,238	-9%	-$3.04M	1.85%	4
2021 Q4	$35.5M	Sell	1,317,408 -280,623	-18%	-$7.29M	2.09%	4
2021 Q3	$39.5M	Buy	1,598,031 +201,750	+14%	+$5.13M	2.62%	3
2021 Q2	$35.2M	Buy	1,396,281 +382,671	+38%	+$9.66M	2.59%	3
2021 Q1	$24.6M	Buy	1,013,610 +645,522	+175%	+$14.7M	2.25%	5
2020 Q4	$7.87M	Sell	368,088 -187,050	-34%	-$3.79M	0.86%	19
2020 Q3	$10.2M	Buy	555,138 +334,977	+152%	+$6.16M	1.29%	15
2020 Q2	$3.8M	Sell	220,161 -57,765	-21%	-$976K	0.45%	53
2020 Q1	$4.17M	Buy	277,926 +44,799	+19%	+$804K	0.82%	27
2019 Q4	$4.5M	Buy	+233,127	New	+$4.37M	0.61%	38

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Integrated Advisors Network's SCHD Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q1 2026, selling an estimated $4.77M and leaving 644,310 shares worth $19.8M. The position accounts for 1.04% of the portfolio, ranked #14.

Integrated Advisors Network first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.5M in Q3 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Integrated Advisors Network held 644,310 shares of Schwab US Dividend Equity ETF worth $19.8M as of Q1 2026.
Integrated Advisors Network sold 157,211 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.77M.
Schwab US Dividend Equity ETF made up 1.04% of Integrated Advisors Network's portfolio in Q1 2026, its #14 holding.
Integrated Advisors Network first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
Integrated Advisors Network's Schwab US Dividend Equity ETF position peaked at $39.5M in Q3 2021.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.