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 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

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

Alpha Financial Partners's SCHD Position: Q2 2026 in Review

Alpha Financial Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,172 shares worth $291K. The stake represents 0.15% of the portfolio and ranks #82 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in SCHD as recently as Q3 2024.

Alpha Financial Partners first reported a position in SCHD in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.28M in Q3 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Alpha Financial Partners held 9,172 shares of Schwab US Dividend Equity ETF worth $291K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Alpha Financial Partners position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.15% of Alpha Financial Partners's portfolio in Q2 2026, its #82 holding.
Alpha Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 2 quarters since.
Alpha Financial Partners's Schwab US Dividend Equity ETF position peaked at $1.28M in Q3 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.