Alpha Financial Partners
SCHD icon

Alpha Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alpha Financial Partners’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 		$334K Buy
10,256
+1,084
+12% +$36.5K 0.17% 81
2026
Q2 		$291K Buy
+9,172
New +$291K 0.15% 82
2024
Q4 		– Sell
-45,549
Closed -$1.28M – 141
2024
Q3 		$1.28M Buy
+45,549
New +$1.24M 0.92% 27

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Alpha Financial Partners's SCHD Position: Q3 2026 in Review

Alpha Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q3 2026, buying an estimated $36.5K and bringing the position to 10,256 shares worth $334K. The position accounts for 0.17% of the portfolio, ranked #81.

Alpha Financial Partners first reported a position in SCHD in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.28M in Q3 2024. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Alpha Financial Partners held 10,256 shares of Schwab US Dividend Equity ETF worth $334K as of Q3 2026.
  • Alpha Financial Partners bought 1,084 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $36.5K.
  • Schwab US Dividend Equity ETF made up 0.17% of Alpha Financial Partners's portfolio in Q3 2026, its #81 holding.
  • Alpha Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • Alpha Financial Partners's Schwab US Dividend Equity ETF position peaked at $1.28M in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.