Investor's Fiduciary Advisor Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investor's Fiduciary Advisor Network’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	$13.4M	Sell	435,304 -35,979	-8%	-$1.09M	4.09%	2
2025 Q4	$12.9M	Buy	471,283 +2,486	+0.5%	+$67.6K	2.77%	5
2025 Q3	$12.8M	Sell	468,797 -16,728	-3%	-$456K	4.34%	3
2025 Q2	$12.9M	Buy	485,525 +6,529	+1%	+$171K	4.78%	2
2025 Q1	$13.4M	Buy	478,996 +6,449	+1%	+$180K	6.32%	1
2024 Q4	$12.9M	Buy	+472,547	New	+$13.4M	4.94%	3

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SCHD Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q1 2026, selling an estimated $1.09M and leaving 435,304 shares worth $13.4M. The position accounts for 4.09% of the portfolio, ranked #2.

Investor's Fiduciary Advisor Network first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.4M in Q1 2025. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Investor's Fiduciary Advisor Network held 435,304 shares of Schwab US Dividend Equity ETF worth $13.4M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 35,979 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.09M.
Schwab US Dividend Equity ETF made up 4.09% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #2 holding.
Investor's Fiduciary Advisor Network first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Schwab US Dividend Equity ETF position peaked at $13.4M in Q1 2025.
2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.