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

Ironwood 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	$1.36M	Buy	41,901 +6,468	+18%	+$205K	0.21%	78
2026 Q1	$1.09M	Buy	35,433 +3,358	+10%	+$102K	0.19%	80
2025 Q4	$914K	Buy	32,075 +2,679	+9%	+$72.8K	0.16%	86
2025 Q3	$803K	Buy	29,396 +8,904	+43%	+$243K	0.14%	96
2025 Q2	$573K	Hold	20,492	–	–	0.12%	103
2025 Q1	$573K	Buy	20,492 +4,101	+25%	+$114K	0.12%	103
2024 Q4	$448K	Buy	16,391 +6,821	+71%	+$194K	0.09%	110
2024 Q3	$270K	Buy	+9,570	New	+$261K	0.06%	136
2020 Q1	–	Sell	-774	Closed	-$15K	–	397
2019 Q4	$15K	Buy	774 +15	+2%	+$281	0.01%	232
2019 Q3	$14K	Sell	759 -195	-20%	-$3.49K	0.01%	237
2019 Q2	$17K	Buy	954 +612	+179%	+$10.8K	0.01%	224
2019 Q1	$6K	Hold	342	–	–	﹤0.01%	302
2018 Q4	$5K	Hold	342	–	–	﹤0.01%	305
2018 Q3	$6K	Hold	342	–	–	﹤0.01%	296
2018 Q2	$6K	Hold	342	–	–	﹤0.01%	229
2018 Q1	$6K	Buy	+342	New	+$5.83K	0.01%	200

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ironwood Financial's SCHD Position: Q2 2026 in Review

Ironwood Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q2 2026, buying an estimated $205K and bringing the position to 41,901 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #78.

Ironwood Financial first reported a position in SCHD in Q1 2018 and has held it in 16 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ironwood Financial held 41,901 shares of Schwab US Dividend Equity ETF worth $1.36M as of Q2 2026.
Ironwood Financial bought 6,468 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $205K.
Schwab US Dividend Equity ETF made up 0.21% of Ironwood Financial's portfolio in Q2 2026, its #78 holding.
Ironwood Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 16 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.