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Alley Investment Management Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alley Investment Management Company’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 		$468K Buy
14,765
+88
+0.6% +$2.79K 0.05% 76
2026
Q1 		$450K Sell
14,677
-44
-0.3% -$1.33K 0.05% 73
2025
Q4 		$404K Sell
14,721
-110
-0.7% -$2.99K 0.05% 77
2025
Q3 		$405K Buy
14,831
+261
+2% +$7.12K 0.05% 75
2025
Q2 		$386K Sell
14,570
-701
-5% -$18.3K 0.05% 75
2025
Q1 		$427K Buy
15,271
+85
+0.6% +$2.37K 0.05% 74
2024
Q4 		$415K Buy
15,186
+42
+0.3% +$1.19K 0.05% 74
2024
Q3 		$427K Sell
15,144
-33
-0.2% -$899 0.05% 74
2024
Q2 		$393K Buy
15,177
+222
+1% +$5.78K 0.05% 74
2024
Q1 		$402K Sell
14,955
-12
-0.1% -$310 0.06% 74
2023
Q4 		$380K Sell
14,967
-1,164
-7% -$27.7K 0.06% 76
2023
Q3 		$380K Buy
16,131
+195
+1% +$4.79K 0.06% 74
2023
Q2 		$386K Buy
15,936
+153
+1% +$3.66K 0.06% 76
2023
Q1 		$385K Sell
15,783
-855
-5% -$21.4K 0.06% 76
2022
Q4 		$419K Sell
16,638
-249
-1% -$6.15K 0.07% 73
2022
Q3 		$374K Buy
16,887
+81
+0.5% +$1.97K 0.07% 71
2022
Q2 		$401K Sell
16,806
-435
-3% -$11.1K 0.08% 70
2022
Q1 		$453K Buy
+17,241
New +$451K 0.07% 70

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Alley Investment Management Company's SCHD Position: Q2 2026 in Review

Alley Investment Management Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.6% in Q2 2026, buying an estimated $2.79K and bringing the position to 14,765 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #76.

Alley Investment Management Company first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 1,602 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Alley Investment Management Company held 14,765 shares of Schwab US Dividend Equity ETF worth $468K as of Q2 2026.
  • Alley Investment Management Company bought 88 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.79K.
  • Schwab US Dividend Equity ETF made up 0.05% of Alley Investment Management Company's portfolio in Q2 2026, its #76 holding.
  • Alley Investment Management Company first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.