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Independent Advisor Alliance’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Independent Advisor Alliance’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
Q1 		$31.2M Buy
1,015,605
+868,536
+591% +$26.3M 0.33% 62
2025
Q4 		$4.03M Buy
147,069
+85,241
+138% +$2.32M 0.1% 168
2025
Q3 		$1.69M Buy
61,828
+2,440
+4% +$66.6K 0.04% 330
2025
Q2 		$1.57M Buy
59,388
+10,870
+22% +$284K 0.05% 326
2025
Q1 		$1.36M Sell
48,518
-1,342,165
-97% -$37.4M 0.04% 322
2024
Q4 		$38M Buy
1,390,683
+1,340,184
+2,654% +$38.1M 0.5% 36
2024
Q3 		$1.42M Sell
50,499
-14,739
-23% -$402K 0.05% 271
2024
Q2 		$1.69M Sell
65,238
-7,047
-10% -$183K 0.06% 246
2024
Q1 		$1.94M Buy
72,285
+9,471
+15% +$245K 0.07% 223
2023
Q4 		$1.59M Sell
62,814
-10,062
-14% -$240K 0.06% 240
2023
Q3 		$1.72M Sell
72,876
-11,664
-14% -$286K 0.08% 211
2023
Q2 		$2.05M Sell
84,540
-22,521
-21% -$538K 0.09% 187
2023
Q1 		$2.61M Sell
107,061
-3,498
-3% -$87.5K 0.13% 150
2022
Q4 		$2.78M Buy
110,559
+5,793
+6% +$143K 0.96% 18
2022
Q3 		$2.32M Buy
+104,766
New +$2.55M 0.14% 147
2020
Q2 		– Sell
-13,572
Closed -$203K – 532
2020
Q1 		$203K Sell
13,572
-391,248
-97% -$7.02M 0.03% 359
2019
Q4 		$7.82M Buy
404,820
+388,398
+2,365% +$7.28M 0.34% 65
2019
Q3 		$311K Buy
+16,422
New +$294K 0.04% 332
2019
Q2 		– Sell
-18,990
Closed -$331K – 466
2019
Q1 		$331K Buy
18,990
+618
+3% +$10.4K 0.05% 296
2018
Q4 		$307K Buy
+18,372
New +$306K 0.05% 287
2017
Q2 		– Sell
-109,995
Closed -$1.63M – 375
2017
Q1 		$1.63M Buy
+109,995
New +$1.62M 0.26% 116

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independent Advisor Alliance's SCHD Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab US Dividend Equity ETF (SCHD) stake by 591% in Q1 2026, buying an estimated $26.3M and bringing the position to 1,015,605 shares worth $31.2M. The position accounts for 0.33% of the portfolio, ranked #62.

Independent Advisor Alliance first reported a position in SCHD in Q1 2017 and has held it in 21 quarters since. The position peaked at $38M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Independent Advisor Alliance held 1,015,605 shares of Schwab US Dividend Equity ETF worth $31.2M as of Q1 2026.
  • Independent Advisor Alliance bought 868,536 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $26.3M.
  • Schwab US Dividend Equity ETF made up 0.33% of Independent Advisor Alliance's portfolio in Q1 2026, its #62 holding.
  • Independent Advisor Alliance first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 21 quarters since.
  • Independent Advisor Alliance's Schwab US Dividend Equity ETF position peaked at $38M in Q4 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.