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Investment Planning Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investment Planning Advisors’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 		– Sell
-10,456
Closed -$287K – 108
2025
Q4 		$287K Buy
10,456
+100
+1% +$2.72K 0.08% 78
2025
Q3 		$283K Buy
+10,356
New +$283K 0.09% 76

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investment Planning Advisors's SCHD Position: Q1 2026 in Review

Investment Planning Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 10,456 shares — an estimated $287K sold.

Investment Planning Advisors first reported a position in SCHD in Q3 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Investment Planning Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 10,456 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $287K.
  • Investment Planning Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 2 quarters.
  • Investment Planning Advisors's Schwab US Dividend Equity ETF position peaked at $287K in Q4 2025.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.