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

Investment Research & 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	$113K	Buy	3,561 +3,556	+71,120%	+$113K	0.03%	98
2026 Q1	$158	Hold	5	–	–	﹤0.01%	270
2025 Q4	$140	Buy	5 +2	+67%	+$54	﹤0.01%	266
2025 Q3	$83	Buy	3 +1	+50%	+$27	﹤0.01%	250
2025 Q2	$54	Buy	+2	New	+$52	﹤0.01%	238
2023 Q3	–	Sell	-2,535	Closed	-$61.4K	–	229
2023 Q2	$61.4K	Buy	+2,535	New	+$60.6K	0.04%	95

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

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

Investment Research & Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 71,120% in Q2 2026, buying an estimated $113K and bringing the position to 3,561 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #98.

Investment Research & Advisory Group first reported a position in SCHD in Q2 2023 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Investment Research & Advisory Group held 3,561 shares of Schwab US Dividend Equity ETF worth $113K as of Q2 2026.
Investment Research & Advisory Group bought 3,556 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $113K.
Schwab US Dividend Equity ETF made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #98 holding.
Investment Research & Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.