American Alpha Advisors’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
$12.3M Buy
386,969
+4,763
+1% +$151K 6.63% 2
2026
Q1
$11.7M Buy
382,206
+1,577
+0.4% +$47.8K 6.23% 2
2025
Q4
$10.4M Buy
380,629
+5,038
+1% +$137K 6.17% 3
2025
Q3
$10.3M Buy
375,591
+7,427
+2% +$203K 7.11% 3
2025
Q2
$9.76M Buy
+368,164
New +$9.61M 7.64% 3

Other funds holding SCHD

American Alpha Advisors's SCHD Position: Q2 2026 in Review

American Alpha Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $151K and bringing the position to 386,969 shares worth $12.3M. The position accounts for 6.63% of the portfolio, ranked #2.

American Alpha Advisors first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • American Alpha Advisors held 386,969 shares of Schwab US Dividend Equity ETF worth $12.3M as of Q2 2026.
  • American Alpha Advisors bought 4,763 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $151K.
  • Schwab US Dividend Equity ETF made up 6.63% of American Alpha Advisors's portfolio in Q2 2026, its #2 holding.
  • American Alpha Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on American Alpha Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.