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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Allie Family Office's SCHD Position: Q1 2026 in Review

Allie Family Office increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q1 2026, buying an estimated $52.2K and bringing the position to 24,173 shares worth $742K. The position accounts for 0.32% of the portfolio, ranked #43.

Allie Family Office first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Allie Family Office held 24,173 shares of Schwab US Dividend Equity ETF worth $742K as of Q1 2026.
Allie Family Office bought 1,720 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $52.2K.
Schwab US Dividend Equity ETF made up 0.32% of Allie Family Office's portfolio in Q1 2026, its #43 holding.
Allie Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Allie Family Office's Schwab US Dividend Equity ETF position peaked at $1.2M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.