Ally Invest Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ally Invest 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 Q1	$1.57M	Buy	51,033 +1,757	+4%	+$53.3K	0.11%	34
2025 Q4	$1.35M	Buy	49,276 +12,043	+32%	+$327K	0.09%	35
2025 Q3	$1.02M	Buy	37,233 +1,481	+4%	+$40.4K	0.07%	39
2025 Q2	$947K	Sell	35,752 -2,529	-7%	-$66K	0.07%	38
2025 Q1	$1.07M	Sell	38,281 -1,760	-4%	-$49.1K	0.09%	35
2024 Q4	$1.09M	Sell	40,041 -1,743	-4%	-$49.5K	0.09%	34
2024 Q3	$1.18M	Sell	41,784 -7,875	-16%	-$215K	0.1%	32
2024 Q2	$1.29M	Sell	49,659 -219	-0.4%	-$5.7K	0.12%	30
2024 Q1	$1.34M	Sell	49,878 -7,560	-13%	-$195K	0.13%	30
2023 Q4	$1.46M	Sell	57,438 -1,632	-3%	-$38.9K	0.16%	24
2023 Q3	$1.39M	Sell	59,070 -1,641	-3%	-$40.3K	0.16%	22
2023 Q2	$1.47M	Buy	60,711 +6,303	+12%	+$151K	0.17%	21
2023 Q1	$1.33M	Buy	54,408 +27,255	+100%	+$681K	0.16%	21
2022 Q4	$684K	Buy	27,153 +10,461	+63%	+$258K	0.09%	23
2022 Q3	$370K	Buy	+16,692	New	+$406K	0.05%	23

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 $424B AUM 22.94% 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

Ally Invest Advisors's SCHD Position: Q1 2026 in Review

Ally Invest Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q1 2026, buying an estimated $53.3K and bringing the position to 51,033 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #34.

Ally Invest Advisors first reported a position in SCHD in Q3 2022 and has held it in 15 quarters since. 2,047 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Ally Invest Advisors held 51,033 shares of Schwab US Dividend Equity ETF worth $1.57M as of Q1 2026.
Ally Invest Advisors bought 1,757 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $53.3K.
Schwab US Dividend Equity ETF made up 0.11% of Ally Invest Advisors's portfolio in Q1 2026, its #34 holding.
Ally Invest Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 15 quarters since.
2,047 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.