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 Q2	$19M	Sell	597,717 -4,255	-0.7%	-$135K	3.73%	6
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

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

Integrated Investment Consultants's SCHD Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.71% in Q2 2026, selling an estimated $135K and leaving 597,717 shares worth $19M. The position accounts for 3.73% of the portfolio, ranked #6.

Integrated Investment Consultants first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. The position peaked at $19.2M in Q4 2022. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Integrated Investment Consultants held 597,717 shares of Schwab US Dividend Equity ETF worth $19M as of Q2 2026.
Integrated Investment Consultants sold 4,255 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
Schwab US Dividend Equity ETF made up 3.73% of Integrated Investment Consultants's portfolio in Q2 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 24 quarters since.
Integrated Investment Consultants's Schwab US Dividend Equity ETF position peaked at $19.2M in Q4 2022.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.