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 Q2	$3.03M	Sell	95,650 -919,955	-91%	-$29.2M	0.07%	202
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

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 22.96% 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

Independent Advisor Alliance's SCHD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab US Dividend Equity ETF (SCHD) stake by 91% in Q2 2026, selling an estimated $29.2M and leaving 95,650 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #202.

Independent Advisor Alliance first reported a position in SCHD in Q1 2017 and has held it in 22 quarters since. The position peaked at $38M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Independent Advisor Alliance held 95,650 shares of Schwab US Dividend Equity ETF worth $3.03M as of Q2 2026.
Independent Advisor Alliance sold 919,955 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.2M.
Schwab US Dividend Equity ETF made up 0.07% of Independent Advisor Alliance's portfolio in Q2 2026, its #202 holding.
Independent Advisor Alliance first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 22 quarters since.
Independent Advisor Alliance's Schwab US Dividend Equity ETF position peaked at $38M in Q4 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.