Alpine Bank Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Hold
6,636
0.03% 168
2026
Q1
$204K Buy
+6,636
New +$201K 0.03% 159
2025
Q4
Sell
-6,636
Closed -$181K 350
2025
Q3
$181K Hold
6,636
0.03% 162
2025
Q2
$176K Hold
6,636
0.03% 156
2025
Q1
$186K Buy
+6,636
New +$185K 0.03% 145
2024
Q3
$187K Buy
+6,636
New +$181K 0.03% 152

Other funds holding SCHD

Alpine Bank Wealth Management's SCHD Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 6,636 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #168.

Alpine Bank Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Alpine Bank Wealth Management held 6,636 shares of Schwab US Dividend Equity ETF worth $210K as of Q2 2026.
  • Alpine Bank Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Alpine Bank Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.