Investmark Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investmark Advisory Group’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	$313K	Sell	9,872 -200	-2%	-$6.34K	0.12%	111
2026 Q1	$309K	Buy	10,072 +36	+0.4%	+$1.09K	0.13%	101
2025 Q4	$275K	Sell	10,036 -7,335	-42%	-$199K	0.12%	114
2025 Q3	$474K	Buy	17,371 +58	+0.3%	+$1.58K	0.21%	79
2025 Q2	$459K	Sell	17,313 -1,876	-10%	-$49K	0.22%	77
2025 Q1	$537K	Sell	19,189 -1,900	-9%	-$53K	0.27%	62
2024 Q4	$576K	Buy	21,089 +56	+0.3%	+$1.59K	0.28%	60
2024 Q3	$593K	Sell	21,033 -258	-1%	-$7.03K	0.29%	62
2024 Q2	$552K	Sell	21,291 -2,172	-9%	-$56.5K	0.29%	62
2024 Q1	$631K	Sell	23,463 -9,108	-28%	-$235K	0.35%	60
2023 Q4	$827K	Buy	32,571 +9,036	+38%	+$215K	0.48%	46
2023 Q3	$555K	Buy	+23,535	New	+$578K	0.38%	54
2022 Q1	–	Sell	-3,762	Closed	-$101K	–	309
2021 Q4	$101K	Buy	+3,762	New	+$97.7K	0.09%	117

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

Investmark Advisory Group's SCHD Position: Q2 2026 in Review

Investmark Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, selling an estimated $6.34K and leaving 9,872 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #111.

Investmark Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. The position peaked at $827K in Q4 2023. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Investmark Advisory Group held 9,872 shares of Schwab US Dividend Equity ETF worth $313K as of Q2 2026.
Investmark Advisory Group sold 200 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.34K.
Schwab US Dividend Equity ETF made up 0.12% of Investmark Advisory Group's portfolio in Q2 2026, its #111 holding.
Investmark Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
Investmark Advisory Group's Schwab US Dividend Equity ETF position peaked at $827K in Q4 2023.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.