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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$281K Sell
9,151
-3,247
-26% -$98.5K 0.17% 131
2025
Q4
$340K Buy
12,398
+397
+3% +$10.8K 0.21% 102
2025
Q3
$328K Sell
12,001
-4,290
-26% -$117K 0.21% 107
2025
Q2
$432K Sell
16,291
-815
-5% -$21.3K 0.37% 71
2025
Q1
$478K Sell
17,106
-1,344
-7% -$37.5K 0.46% 53
2024
Q4
$504K Buy
18,450
+1,197
+7% +$34K 0.5% 48
2024
Q3
$486K Sell
17,253
-672
-4% -$18.3K 0.71% 28
2024
Q2
$465K Sell
17,925
-2,565
-13% -$66.8K 0.78% 28
2024
Q1
$551K Sell
20,490
-132
-0.6% -$3.41K 1.06% 15
2023
Q4
$523K Buy
+20,622
New +$491K 0.52% 33

Other funds holding SCHD

International Private Wealth Advisors's SCHD Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q1 2026, selling an estimated $98.5K and leaving 9,151 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #131.

International Private Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $551K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • International Private Wealth Advisors held 9,151 shares of Schwab US Dividend Equity ETF worth $281K as of Q1 2026.
  • International Private Wealth Advisors sold 3,247 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $98.5K.
  • Schwab US Dividend Equity ETF made up 0.17% of International Private Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • International Private Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • International Private Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $551K in Q1 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.