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

Investment 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 		$3.06M Sell
96,577
-1,586
-2% -$50.3K 0.66% 36
2026
Q1 		$3.01M Sell
98,163
-3,966
-4% -$120K 0.77% 34
2025
Q4 		$2.8M Sell
102,129
-17,316
-14% -$471K 0.72% 36
2025
Q3 		$3.26M Buy
119,445
+811
+0.7% +$22.1K 0.89% 29
2025
Q2 		$3.14M Buy
118,634
+12,630
+12% +$330K 0.95% 28
2025
Q1 		$2.96M Buy
106,004
+16,140
+18% +$450K 0.99% 27
2024
Q4 		$2.46M Buy
89,864
+15,812
+21% +$450K 0.82% 33
2024
Q3 		$2.09M Buy
74,052
+4,551
+7% +$124K 0.72% 36
2024
Q2 		$1.8M Sell
69,501
-1,068
-2% -$27.8K 0.7% 37
2024
Q1 		$1.9M Sell
70,569
-1,926
-3% -$49.8K 0.78% 34
2023
Q4 		$1.84M Sell
72,495
-2,016
-3% -$48K 0.85% 31
2023
Q3 		$1.76M Sell
74,511
-1,776
-2% -$43.6K 0.91% 28
2023
Q2 		$1.85M Buy
76,287
+3,669
+5% +$87.7K 0.95% 26
2023
Q1 		$1.77M Buy
72,618
+25,098
+53% +$627K 1.02% 25
2022
Q4 		$1.2M Buy
47,520
+23,007
+94% +$568K 0.73% 35
2022
Q3 		$543K Buy
24,513
+2,982
+14% +$72.4K 0.38% 55
2022
Q2 		$514K Buy
21,531
+87
+0.4% +$2.21K 0.35% 59
2022
Q1 		$562K Buy
21,444
+6
+0% +$157 0.34% 60
2021
Q4 		$560K Buy
+21,438
New +$557K 0.36% 54

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

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

Investment Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, selling an estimated $50.3K and leaving 96,577 shares worth $3.06M. The position accounts for 0.66% of the portfolio, ranked #36.

Investment Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.26M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Investment Advisory Group held 96,577 shares of Schwab US Dividend Equity ETF worth $3.06M as of Q2 2026.
  • Investment Advisory Group sold 1,586 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $50.3K.
  • Schwab US Dividend Equity ETF made up 0.66% of Investment Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Investment Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's Schwab US Dividend Equity ETF position peaked at $3.26M in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.