Intergy Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intergy Private Wealth’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 Q3	$41.5M	Buy	1,275,453 +47,040	+4%	+$1.59M	9.32%	2
2026 Q2	$39M	Buy	1,228,413 +74,327	+6%	+$2.36M	9%	2
2026 Q1	$35.4M	Buy	1,154,086 +71,724	+7%	+$2.18M	10.38%	2
2025 Q4	$29.7M	Buy	1,082,362 +59,749	+6%	+$1.62M	8.96%	2
2025 Q3	$27.9M	Buy	1,022,613 +30,100	+3%	+$821K	8.73%	2
2025 Q2	$26.3M	Buy	992,513 +18,504	+2%	+$483K	8.97%	2
2025 Q1	$27.2M	Buy	974,009 +20,047	+2%	+$559K	10.36%	2
2024 Q4	$26.1M	Buy	953,962 +26,419	+3%	+$751K	9.73%	2
2024 Q3	$26.1M	Buy	927,543 +15,672	+2%	+$427K	9.95%	2
2024 Q2	$23.6M	Buy	911,871 +46,809	+5%	+$1.22M	9.75%	2
2024 Q1	$23.3M	Buy	865,062 +34,482	+4%	+$891K	9.56%	2
2023 Q4	$21.1M	Buy	830,580 +37,005	+5%	+$882K	9.11%	2
2023 Q3	$18.7M	Buy	793,575 +34,887	+5%	+$856K	9.36%	2
2023 Q2	$18.4M	Buy	758,688 +69,234	+10%	+$1.65M	8.99%	2
2023 Q1	$16.8M	Sell	689,454 -10,260	-1%	-$257K	9.41%	2
2022 Q4	$17.6M	Buy	699,714 +59,886	+9%	+$1.48M	11.02%	2
2022 Q3	$14.2M	Buy	639,828 +23,013	+4%	+$559K	10.05%	2
2022 Q2	$14.7M	Buy	616,815 +49,647	+9%	+$1.26M	11.61%	2
2022 Q1	$14.9M	Buy	567,168 +421,188	+289%	+$11M	10.4%	2
2021 Q4	$3.93M	Buy	+145,980	New	+$3.79M	3.07%	7

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Intergy Private Wealth's SCHD Position: Q3 2026 in Review

Intergy Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q3 2026, buying an estimated $1.59M and bringing the position to 1,275,453 shares worth $41.5M. The position accounts for 9.32% of the portfolio, ranked #2.

Intergy Private Wealth first reported a position in SCHD in Q4 2021 and has held it in 20 quarters since. 525 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Intergy Private Wealth held 1,275,453 shares of Schwab US Dividend Equity ETF worth $41.5M as of Q3 2026.
Intergy Private Wealth bought 47,040 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.59M.
Schwab US Dividend Equity ETF made up 9.32% of Intergy Private Wealth's portfolio in Q3 2026, its #2 holding.
Intergy Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 20 quarters since.
525 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.