Intentional Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intentional Wealth Strategies’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	$1.4M	Sell	44,164 -2,194	-5%	-$69.6K	1.31%	20
2026 Q1	$1.42M	Buy	+46,358	New	+$1.41M	1.32%	20

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Intentional Wealth Strategies's SCHD Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q2 2026, selling an estimated $69.6K and leaving 44,164 shares worth $1.4M. The position accounts for 1.31% of the portfolio, ranked #20.

Intentional Wealth Strategies first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.42M in Q1 2026. 2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Intentional Wealth Strategies held 44,164 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q2 2026.
Intentional Wealth Strategies sold 2,194 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $69.6K.
Schwab US Dividend Equity ETF made up 1.31% of Intentional Wealth Strategies's portfolio in Q2 2026, its #20 holding.
Intentional Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
Intentional Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $1.42M in Q1 2026.
2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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