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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Investment Partners Asset Management's SCHD Position: Q2 2026 in Review

Investment Partners Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, buying an estimated $127 and bringing the position to 14,139 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #105.

Investment Partners Asset Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $690K in Q3 2024. 848 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Investment Partners Asset Management held 14,139 shares of Schwab US Dividend Equity ETF worth $448K as of Q2 2026.
Investment Partners Asset Management bought 4 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $127.
Schwab US Dividend Equity ETF made up 0.25% of Investment Partners Asset Management's portfolio in Q2 2026, its #105 holding.
Investment Partners Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Schwab US Dividend Equity ETF position peaked at $690K in Q3 2024.
848 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.