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Allied Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Allied Investment Advisors’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 		$50.1M Sell
1,540,888
-330,510
-18% -$11.1M 4.73% 4
2026
Q2 		$59.3M Buy
1,871,398
+54,773
+3% +$1.74M 7.45% 1
2026
Q1 		$55.7M Buy
1,816,625
+32,760
+2% +$994K 7.99% 1
2025
Q4 		$48.9M Buy
1,783,865
+75,604
+4% +$2.06M 7.56% 1
2025
Q3 		$46.6M Buy
1,708,261
+75,671
+5% +$2.06M 7.42% 1
2025
Q2 		$43.3M Buy
1,632,590
+101,274
+7% +$2.64M 7.56% 1
2025
Q1 		$42.8M Buy
1,531,316
+76,370
+5% +$2.13M 8.12% 1
2024
Q4 		$39.7M Buy
1,454,946
+22,752
+2% +$647K 8.01% 1
2024
Q3 		$40.4M Buy
1,432,194
+1,424,325
+18,100% +$38.8M 7.99% 1
2024
Q2 		$204K Hold
7,869
– – 0.05% 71
2024
Q1 		$211K Buy
+7,869
New +$203K 0.05% 63
2022
Q2 		– Sell
-7,869
Closed -$207K – 59
2022
Q1 		$207K Hold
7,869
– – 0.07% 59
2021
Q4 		$212K Buy
+7,869
New +$204K 0.07% 57

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Allied Investment Advisors's SCHD Position: Q3 2026 in Review

Allied Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q3 2026, selling an estimated $11.1M and leaving 1,540,888 shares worth $50.1M. The position accounts for 4.73% of the portfolio, ranked #4.

Allied Investment Advisors first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. The position peaked at $59.3M in Q2 2026. 231 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Allied Investment Advisors held 1,540,888 shares of Schwab US Dividend Equity ETF worth $50.1M as of Q3 2026.
  • Allied Investment Advisors sold 330,510 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $11.1M.
  • Schwab US Dividend Equity ETF made up 4.73% of Allied Investment Advisors's portfolio in Q3 2026, its #4 holding.
  • Allied Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • Allied Investment Advisors's Schwab US Dividend Equity ETF position peaked at $59.3M in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.