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Alteri Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alteri Wealth’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 		$344K Buy
10,850
+861
+9% +$27.3K 0.1% 214
2026
Q1 		$306K Buy
9,989
+571
+6% +$17.3K 0.1% 219
2025
Q4 		$258K Buy
9,418
+277
+3% +$7.53K 0.08% 239
2025
Q3 		$250K Buy
9,141
+3
+0% +$82 0.09% 240
2025
Q2 		$242K Hold
9,138
– – 0.09% 236
2025
Q1 		$255K Sell
9,138
-351
-4% -$9.78K 0.11% 209
2024
Q4 		$259K Buy
+9,489
New +$270K 0.07% 204

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Alteri Wealth's SCHD Position: Q2 2026 in Review

Alteri Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.6% in Q2 2026, buying an estimated $27.3K and bringing the position to 10,850 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #214.

Alteri Wealth first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Alteri Wealth held 10,850 shares of Schwab US Dividend Equity ETF worth $344K as of Q2 2026.
  • Alteri Wealth bought 861 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $27.3K.
  • Schwab US Dividend Equity ETF made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #214 holding.
  • Alteri Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.