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

Align 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 Q3	$14.3K	Buy	+441	New	+$14.9K	0.01%	257

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Align Financial's SCHD Position: Q3 2026 in Review

Align Financial opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 441 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

685 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Align Financial held 441 shares of Schwab US Dividend Equity ETF worth $14.3K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Align Financial position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #257 holding.
685 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.