Integrated Investment Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Integrated Investment Consultants’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	$18.5M	Buy	601,972 +14,624	+2%	+$444K	3.92%	6
2025 Q4	$16.1M	Buy	587,348 +25,983	+5%	+$706K	3.16%	7
2025 Q3	$15.3M	Sell	561,365 -13,481	-2%	-$368K	2.6%	7
2025 Q2	$15.2M	Sell	574,846 -17,239	-3%	-$450K	2.99%	6
2025 Q1	$16.6M	Buy	592,085 +30,092	+5%	+$839K	3.3%	4
2024 Q4	$15.4M	Buy	561,993 +15,780	+3%	+$449K	3.17%	3
2024 Q3	$15.4M	Buy	546,213 +7,677	+1%	+$209K	3.35%	5
2024 Q2	$14.5M	Hold	538,536	–	–	3.98%	5
2024 Q1	$14.5M	Sell	538,536 -11,511	-2%	-$297K	3.98%	5
2023 Q4	$14M	Sell	550,047 -206,973	-27%	-$4.93M	4.41%	3
2023 Q3	$17.9M	Buy	757,020 +21,936	+3%	+$538K	6.49%	2
2023 Q2	$17.8M	Buy	735,084 +27,729	+4%	+$663K	5.63%	2
2023 Q1	$17.3M	Sell	707,355 -56,370	-7%	-$1.41M	5.42%	4
2022 Q4	$19.2M	Buy	763,725 +235,044	+44%	+$5.8M	6.49%	2
2022 Q3	$11.7M	Buy	528,681 +3,849	+0.7%	+$93.5K	4.65%	5
2022 Q2	$12.5M	Buy	524,832 +46,020	+10%	+$1.17M	4.53%	5
2022 Q1	$12.6M	Buy	478,812 +90,822	+23%	+$2.38M	3.42%	6
2021 Q4	$10.5M	Buy	387,990 +83,736	+28%	+$2.18M	2.79%	7
2021 Q3	$7.53M	Buy	304,254 +35,712	+13%	+$908K	2.21%	10
2021 Q2	$6.77M	Buy	268,542 +61,185	+30%	+$1.54M	1.98%	10
2021 Q1	$5.04M	Buy	207,357 +42,660	+26%	+$970K	1.74%	10
2020 Q4	$3.52M	Buy	164,697 +146,928	+827%	+$2.98M	1.33%	11
2020 Q3	$328K	Buy	+17,769	New	+$327K	0.15%	118

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 Investment Consultants's SCHD Position: Q1 2026 in Review

Integrated Investment Consultants increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q1 2026, buying an estimated $444K and bringing the position to 601,972 shares worth $18.5M. The position accounts for 3.92% of the portfolio, ranked #6.

Integrated Investment Consultants first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.2M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Integrated Investment Consultants held 601,972 shares of Schwab US Dividend Equity ETF worth $18.5M as of Q1 2026.
Integrated Investment Consultants bought 14,624 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $444K.
Schwab US Dividend Equity ETF made up 3.92% of Integrated Investment Consultants's portfolio in Q1 2026, its #6 holding.
Integrated Investment Consultants first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
Integrated Investment Consultants's Schwab US Dividend Equity ETF position peaked at $19.2M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.