Integral Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Integral Investment Advisors’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	$12.2M	Buy	383,686 +19,842	+5%	+$629K	2.68%	13
2026 Q1	$11.2M	Sell	363,844 -18,599	-5%	-$564K	2.78%	14
2025 Q4	$10.5M	Buy	382,443 +36,172	+10%	+$984K	2.6%	14
2025 Q3	$9.45M	Sell	346,271 -3,092	-0.9%	-$84.4K	2.55%	14
2025 Q2	$9.26M	Buy	349,363 +24,405	+8%	+$637K	2.64%	13
2025 Q1	$9.09M	Buy	324,958 +12,257	+4%	+$342K	2.9%	13
2024 Q4	$8.54M	Buy	312,701 +4,409	+1%	+$125K	2.77%	13
2024 Q3	$8.69M	Buy	308,292 +20,457	+7%	+$557K	2.91%	12
2024 Q2	$7.41M	Buy	287,835 +101,070	+54%	+$2.63M	2.73%	12
2024 Q1	$4.99M	Buy	+186,765	New	+$4.82M	2.07%	14

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

Integral Investment Advisors's SCHD Position: Q2 2026 in Review

Integral Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, buying an estimated $629K and bringing the position to 383,686 shares worth $12.2M. The position accounts for 2.68% of the portfolio, ranked #13.

Integral Investment Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Integral Investment Advisors held 383,686 shares of Schwab US Dividend Equity ETF worth $12.2M as of Q2 2026.
Integral Investment Advisors bought 19,842 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $629K.
Schwab US Dividend Equity ETF made up 2.68% of Integral Investment Advisors's portfolio in Q2 2026, its #13 holding.
Integral Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.