Allie Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Allie Family Office’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	–	Sell	-24,173	Closed	-$742K	–	123
2026 Q1	$742K	Buy	24,173 +1,720	+8%	+$52.2K	0.32%	43
2025 Q4	$616K	Sell	22,453 -20,792	-48%	-$565K	0.29%	51
2025 Q3	$1.18M	Buy	43,245 +139	+0.3%	+$3.79K	0.56%	29
2025 Q2	$1.14M	Buy	43,106 +267	+0.6%	+$6.97K	0.57%	29
2025 Q1	$1.2M	Buy	42,839 +9,313	+28%	+$260K	0.65%	24
2024 Q4	$916K	Buy	33,526 +4,603	+16%	+$131K	0.51%	32
2024 Q3	$815K	Sell	28,923 -999	-3%	-$27.2K	0.44%	36
2024 Q2	$776K	Buy	29,922 +114	+0.4%	+$2.97K	0.47%	36
2024 Q1	$804K	Hold	29,808	–	–	0.47%	34
2023 Q4	$756K	Buy	+29,808	New	+$710K	0.52%	30

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Allie Family Office's SCHD Position: Q2 2026 in Review

Allie Family Office sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 24,173 shares — an estimated $742K sold.

Allie Family Office first reported a position in SCHD in Q4 2023 and held it in 10 quarters. The position peaked at $1.2M in Q1 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Allie Family Office reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Allie Family Office sold 24,173 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $742K.
Allie Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 10 quarters.
Allie Family Office's Schwab US Dividend Equity ETF position peaked at $1.2M in Q1 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.