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

Investment Advisory Services’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	$8.27M	Buy	260,830 +7,917	+3%	+$251K	2.38%	9
2026 Q1	$7.76M	Sell	252,913 -9,566	-4%	-$290K	2.47%	9
2025 Q4	$7.2M	Sell	262,479 -35,588	-12%	-$968K	2.25%	9
2025 Q3	$8.14M	Sell	298,067 -58,963	-17%	-$1.61M	2.56%	8
2025 Q2	$9.46M	Sell	357,030 -155,551	-30%	-$4.06M	3.16%	8
2025 Q1	$14.3M	Buy	512,581 +20,689	+4%	+$577K	5.18%	5
2024 Q4	$13.4M	Buy	491,892 +11,154	+2%	+$317K	4.74%	5
2024 Q3	$13.5M	Buy	480,738 +2,889	+0.6%	+$78.7K	4.78%	5
2024 Q2	$12.4M	Buy	477,849 +2,550	+0.5%	+$66.4K	4.54%	5
2024 Q1	$12.8M	Sell	475,299 -462	-0.1%	-$11.9K	4.69%	5
2023 Q4	$12.1M	Sell	475,761 -64,131	-12%	-$1.53M	4.76%	5
2023 Q3	$12.7M	Buy	539,892 +1,227	+0.2%	+$30.1K	5.48%	4
2023 Q2	$13M	Sell	538,665 -8,607	-2%	-$206K	5.5%	5
2023 Q1	$13.3M	Sell	547,272 -7,650	-1%	-$191K	6.57%	3
2022 Q4	$14M	Buy	554,922 +111,774	+25%	+$2.76M	7.22%	2
2022 Q3	$9.82M	Buy	443,148 +128,760	+41%	+$3.13M	5.87%	3
2022 Q2	$7.73M	Buy	314,388 +236,052	+301%	+$6M	4.46%	4
2022 Q1	$2.06M	Buy	+78,336	New	+$2.05M	1.15%	29

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Investment Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, buying an estimated $251K and bringing the position to 260,830 shares worth $8.27M. The position accounts for 2.38% of the portfolio, ranked #9.

Investment Advisory Services first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.3M in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Investment Advisory Services held 260,830 shares of Schwab US Dividend Equity ETF worth $8.27M as of Q2 2026.
Investment Advisory Services bought 7,917 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $251K.
Schwab US Dividend Equity ETF made up 2.38% of Investment Advisory Services's portfolio in Q2 2026, its #9 holding.
Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $14.3M in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.