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

International Private Wealth Advisors’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	$272K	Sell	8,590 -561	-6%	-$17.8K	0.14%	142
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

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 22.9% 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

International Private Wealth Advisors's SCHD Position: Q2 2026 in Review

International Private Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, selling an estimated $17.8K and leaving 8,590 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #142.

International Private Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q1 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

International Private Wealth Advisors held 8,590 shares of Schwab US Dividend Equity ETF worth $272K as of Q2 2026.
International Private Wealth Advisors sold 561 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17.8K.
Schwab US Dividend Equity ETF made up 0.14% of International Private Wealth Advisors's portfolio in Q2 2026, its #142 holding.
International Private Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
International Private Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $551K in Q1 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.