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

Ironwood Investment Counsel’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	$1.75M	Sell	56,879 -11,443	-17%	-$347K	0.25%	90
2025 Q4	$1.87M	Sell	68,322 -1,337	-2%	-$36.4K	0.26%	84
2025 Q3	$1.9M	Buy	69,659 +32,629	+88%	+$890K	0.28%	82
2025 Q2	$981K	Sell	37,030 -19,558	-35%	-$511K	0.15%	123
2025 Q1	$1.58M	Buy	56,588 +5,193	+10%	+$145K	0.27%	90
2024 Q4	$1.4M	Buy	51,395 +452	+0.9%	+$12.8K	0.24%	95
2024 Q3	$1.44M	Sell	50,943 -882	-2%	-$24K	0.24%	97
2024 Q2	$1.34M	Buy	51,825 +23,538	+83%	+$613K	0.24%	97
2024 Q1	$760K	Buy	28,287 +12,429	+78%	+$321K	0.13%	136
2023 Q4	$402K	Sell	15,858 -615	-4%	-$14.7K	0.08%	180
2023 Q3	$389K	Sell	16,473 -198	-1%	-$4.86K	0.08%	172
2023 Q2	$404K	Sell	16,671 -261	-2%	-$6.24K	0.09%	141
2023 Q1	$413K	Sell	16,932 -2,082	-11%	-$52.1K	0.1%	143
2022 Q4	$479K	Sell	19,014 -2,892	-13%	-$71.4K	0.12%	129
2022 Q3	$485K	Buy	21,906 +2,394	+12%	+$58.2K	0.14%	117
2022 Q2	$465K	Sell	19,512 -1,953	-9%	-$49.7K	0.13%	121
2022 Q1	$564K	Buy	21,465 +4,413	+26%	+$116K	0.14%	119
2021 Q4	$459K	Sell	17,052 -726	-4%	-$18.9K	0.1%	137
2021 Q3	$440K	Buy	17,778 +4,050	+30%	+$103K	0.11%	129
2021 Q2	$346K	Sell	13,728 -864	-6%	-$21.8K	0.09%	147
2021 Q1	$354K	Sell	14,592 -3,087	-17%	-$70.2K	0.1%	141
2020 Q4	$378K	Sell	17,679 -1,455	-8%	-$29.5K	0.09%	156
2020 Q3	$352K	Buy	19,134 +6,384	+50%	+$117K	0.1%	140
2020 Q2	$219K	Sell	12,750 -2,619	-17%	-$44.2K	0.07%	169
2020 Q1	$230K	Buy	15,369 +2,469	+19%	+$44.3K	0.09%	148
2019 Q4	$249K	Sell	12,900 -1,386	-10%	-$26K	0.09%	152
2019 Q3	$260K	Sell	14,286 -2,160	-13%	-$38.7K	0.1%	143
2019 Q2	$290K	Buy	16,446 +4,608	+39%	+$81K	0.11%	128
2019 Q1	$206K	Buy	+11,838	New	+$199K	0.08%	151
2018 Q4	–	Sell	-16,017	Closed	-$282K	–	156
2018 Q3	$282K	Hold	16,017	–	–	0.11%	126
2018 Q2	$263K	Hold	16,017	–	–	0.11%	122
2018 Q1	$261K	Sell	16,017 -900	-5%	-$15.3K	0.12%	114
2017 Q4	$288K	Sell	16,917 -2,268	-12%	-$37.3K	0.11%	125
2017 Q3	$299K	Hold	19,185	–	–	0.12%	119
2017 Q2	$285K	Hold	19,185	–	–	0.11%	131
2017 Q1	$285K	Hold	19,185	–	–	0.12%	129
2016 Q4	$279K	Sell	19,185 -10,533	-35%	-$150K	0.12%	125
2016 Q3	$419K	Buy	29,718 +9,078	+44%	+$128K	0.2%	98
2016 Q2	$285K	Buy	+20,640	New	+$278K	0.17%	105
2015 Q4	–	Sell	-20,250	Closed	-$242K	–	132
2015 Q3	$242K	Sell	20,250 -390	-2%	-$4.87K	0.13%	118
2015 Q2	$263K	Hold	20,640	–	–	0.13%	123
2015 Q1	$271K	Buy	20,640 +540	+3%	+$7.18K	0.14%	121
2014 Q4	$267K	Buy	+20,100	New	+$263K	0.13%	125

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 $377B AUM 19.32% 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 22.94% 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

Ironwood Investment Counsel's SCHD Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q1 2026, selling an estimated $347K and leaving 56,879 shares worth $1.75M. The position accounts for 0.25% of the portfolio, ranked #90.

Ironwood Investment Counsel first reported a position in SCHD in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.9M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Ironwood Investment Counsel held 56,879 shares of Schwab US Dividend Equity ETF worth $1.75M as of Q1 2026.
Ironwood Investment Counsel sold 11,443 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $347K.
Schwab US Dividend Equity ETF made up 0.25% of Ironwood Investment Counsel's portfolio in Q1 2026, its #90 holding.
Ironwood Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 43 quarters since.
Ironwood Investment Counsel's Schwab US Dividend Equity ETF position peaked at $1.9M in Q3 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.