AlphaCore Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AlphaCore Capital’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	$3.97M	Buy	125,289 +2,067	+2%	+$65.6K	0.07%	222
2026 Q1	$3.78M	Sell	123,222 -85,875	-41%	-$2.61M	0.09%	185
2025 Q4	$5.74M	Buy	209,097 +91,569	+78%	+$2.49M	0.13%	147
2025 Q3	$3.21M	Buy	117,528 +12,702	+12%	+$347K	0.11%	146
2025 Q2	$2.78M	Buy	104,826 +28,371	+37%	+$741K	0.11%	154
2025 Q1	$2.14M	Buy	+76,455	New	+$2.13M	0.18%	114
2024 Q1	–	Sell	-15,264	Closed	-$387K	–	334
2023 Q4	$387K	Buy	15,264 +1,713	+13%	+$40.8K	0.06%	167
2023 Q3	$320K	Buy	13,551 +72	+0.5%	+$1.77K	0.05%	179
2023 Q2	$326K	Sell	13,479 -5,016	-27%	-$120K	0.05%	167
2023 Q1	$451K	Buy	18,495 +18,375	+15,313%	+$459K	0.12%	88
2022 Q4	$3.02K	Hold	120	–	–	﹤0.01%	161
2022 Q3	$3K	Sell	120 -975	-89%	-$23.7K	﹤0.01%	136
2022 Q2	$26K	Buy	1,095 +975	+813%	+$24.8K	0.01%	111
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	135
2021 Q4	$3K	Sell	120 -96	-44%	-$2.49K	﹤0.01%	94
2021 Q3	$5K	Buy	+216	New	+$5.49K	﹤0.01%	120
2020 Q1	–	Sell	-2,700	Closed	-$52K	–	359
2019 Q4	$52K	Buy	+2,700	New	+$50.6K	0.03%	87

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

AlphaCore Capital's SCHD Position: Q2 2026 in Review

AlphaCore Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $65.6K and bringing the position to 125,289 shares worth $3.97M. The position accounts for 0.07% of the portfolio, ranked #222.

AlphaCore Capital first reported a position in SCHD in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.74M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

AlphaCore Capital held 125,289 shares of Schwab US Dividend Equity ETF worth $3.97M as of Q2 2026.
AlphaCore Capital bought 2,067 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $65.6K.
Schwab US Dividend Equity ETF made up 0.07% of AlphaCore Capital's portfolio in Q2 2026, its #222 holding.
AlphaCore Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 17 quarters since.
AlphaCore Capital's Schwab US Dividend Equity ETF position peaked at $5.74M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.