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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investmark Advisory Group's SCHD Position: Q1 2026 in Review

Investmark Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q1 2026, buying an estimated $1.09K and bringing the position to 10,072 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #101.

Investmark Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. The position peaked at $827K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Investmark Advisory Group held 10,072 shares of Schwab US Dividend Equity ETF worth $309K as of Q1 2026.
Investmark Advisory Group bought 36 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.09K.
Schwab US Dividend Equity ETF made up 0.13% of Investmark Advisory Group's portfolio in Q1 2026, its #101 holding.
Investmark Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
Investmark Advisory Group's Schwab US Dividend Equity ETF position peaked at $827K in Q4 2023.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.