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Alliance Wealth Advisors (Utah)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q2 		– Sell
-10,620
Closed -$297K – 286
2025
Q1 		$297K Buy
+10,620
New +$296K 0.08% 212

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Bank of America
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AAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SCHD Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 10,620 shares — an estimated $297K sold.

Alliance Wealth Advisors (Utah) first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 10,620 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $297K.
  • Alliance Wealth Advisors (Utah) first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s Schwab US Dividend Equity ETF position peaked at $297K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.