IRON Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IRON Financial’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	$5.84M	Buy	184,175 +11,238	+6%	+$357K	2.41%	10
2026 Q1	$5.31M	Buy	172,937 +28,633	+20%	+$869K	2.32%	11
2025 Q4	$3.96M	Buy	144,304 +50,626	+54%	+$1.38M	1.82%	13
2025 Q3	$2.56M	Buy	93,678 +32,023	+52%	+$874K	1.22%	19
2025 Q2	$1.63M	Sell	61,655 -15,918	-21%	-$416K	0.85%	25
2025 Q1	$2.17M	Buy	77,573 +5,653	+8%	+$158K	1.22%	20
2024 Q4	$1.96M	Buy	71,920 +2,428	+3%	+$69K	1.1%	22
2024 Q3	$1.96M	Buy	69,492 +3,036	+5%	+$82.7K	1.07%	21
2024 Q2	$1.72M	Hold	66,456	–	–	0.97%	24
2024 Q1	$1.79M	Buy	66,456 +1,422	+2%	+$36.7K	1%	22
2023 Q4	$1.65M	Buy	65,034 +1,056	+2%	+$25.2K	0.94%	26
2023 Q3	$1.51M	Buy	63,978 +462	+0.7%	+$11.3K	0.88%	28
2023 Q2	$1.54M	Buy	63,516 +468	+0.7%	+$11.2K	0.83%	30
2023 Q1	$1.54M	Sell	63,048 -1,662	-3%	-$41.6K	0.84%	28
2022 Q4	$1.63M	Buy	+64,710	New	+$1.6M	0.94%	24

Other funds holding SCHD

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

IRON Financial's SCHD Position: Q2 2026 in Review

IRON Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q2 2026, buying an estimated $357K and bringing the position to 184,175 shares worth $5.84M. The position accounts for 2.41% of the portfolio, ranked #10.

IRON Financial first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

IRON Financial held 184,175 shares of Schwab US Dividend Equity ETF worth $5.84M as of Q2 2026.
IRON Financial bought 11,238 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $357K.
Schwab US Dividend Equity ETF made up 2.41% of IRON Financial's portfolio in Q2 2026, its #10 holding.
IRON Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.