Allied Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Allied Private Wealth’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	$194	Buy	+6	New	+$190	﹤0.01%	869

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

Allied Private Wealth's SCHD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Allied Private Wealth held 6 shares of Schwab US Dividend Equity ETF worth $194 as of Q2 2026.
Schwab US Dividend Equity ETF was a new Allied Private Wealth position in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #869 holding.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.