Innovative Advisory Group, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-9	Closed	-$247	–	188
2025 Q4	$247	Buy	+9	New	+$245	﹤0.01%	230

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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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Innovative Advisory Group, LLC's SCHD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 9 shares — an estimated $247 sold.

Innovative Advisory Group, LLC first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $247 in Q4 2025. 2,063 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 9 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $247.
Innovative Advisory Group, LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
Innovative Advisory Group, LLC's Schwab US Dividend Equity ETF position peaked at $247 in Q4 2025.
2,063 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.