Investment Partners Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investment Partners Asset Management’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 Q3	$471K	Buy	14,475 +336	+2%	+$11.3K	0.25%	101
2026 Q2	$448K	Buy	14,139 +4	+0%	+$127	0.25%	105
2026 Q1	$434K	Sell	14,135 -300	-2%	-$9.1K	0.27%	103
2025 Q4	$396K	Sell	14,435 -7,476	-34%	-$203K	0.25%	110
2025 Q3	$598K	Buy	21,911 +65	+0.3%	+$1.77K	0.39%	74
2025 Q2	$579K	Buy	21,846 +194	+0.9%	+$5.07K	0.4%	72
2025 Q1	$605K	Buy	21,652 +304	+1%	+$8.47K	0.48%	68
2024 Q4	$583K	Sell	21,348 -3,126	-13%	-$88.9K	0.46%	67
2024 Q3	$690K	Buy	24,474 +6	+0%	+$163	0.57%	51
2024 Q2	$634K	Hold	24,468	–	–	0.57%	52
2024 Q1	$658K	Sell	24,468 -63	-0.3%	-$1.63K	0.59%	50
2023 Q4	$623K	Buy	+24,531	New	+$585K	0.62%	50

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Investment Partners Asset Management's SCHD Position: Q3 2026 in Review

Investment Partners Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q3 2026, buying an estimated $11.3K and bringing the position to 14,475 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #101.

Investment Partners Asset Management first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $690K in Q3 2024. 100 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Investment Partners Asset Management held 14,475 shares of Schwab US Dividend Equity ETF worth $471K as of Q3 2026.
Investment Partners Asset Management bought 336 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $11.3K.
Schwab US Dividend Equity ETF made up 0.25% of Investment Partners Asset Management's portfolio in Q3 2026, its #101 holding.
Investment Partners Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's Schwab US Dividend Equity ETF position peaked at $690K in Q3 2024.
100 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.