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

CarsonAllaria Wealth Management’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	$274K	Buy	+8,649	New	+$274K	0.12%	55
2024 Q2	–	Sell	-963	Closed	-$25.9K	–	402
2024 Q1	$25.9K	Buy	+963	New	+$24.9K	0.02%	173

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 22.9% 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

CarsonAllaria Wealth Management's SCHD Position: Q2 2026 in Review

CarsonAllaria Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,649 shares worth $274K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings. This is a return to the name: CarsonAllaria Wealth Management previously reported a position in SCHD as recently as Q1 2024.

CarsonAllaria Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 2 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CarsonAllaria Wealth Management held 8,649 shares of Schwab US Dividend Equity ETF worth $274K as of Q2 2026.
Schwab US Dividend Equity ETF was a new CarsonAllaria Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.12% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #55 holding.
CarsonAllaria Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 2 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.