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

Integrity 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	$8.96M	Buy	282,534 +8,224	+3%	+$261K	0.28%	81
2026 Q1	$8.42M	Sell	274,310 -171,212	-38%	-$5.19M	0.32%	72
2025 Q4	$12.2M	Buy	445,522 +393,450	+756%	+$10.7M	0.45%	54
2025 Q3	$1.42M	Buy	52,072 +7,484	+17%	+$204K	0.07%	210
2025 Q2	$1.18M	Sell	44,588 -14,084	-24%	-$368K	0.06%	204
2025 Q1	$1.64M	Buy	+58,672	New	+$1.64M	0.06%	206

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

Integrity Alliance's SCHD Position: Q2 2026 in Review

Integrity Alliance increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $261K and bringing the position to 282,534 shares worth $8.96M. The position accounts for 0.28% of the portfolio, ranked #81.

Integrity Alliance first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Integrity Alliance held 282,534 shares of Schwab US Dividend Equity ETF worth $8.96M as of Q2 2026.
Integrity Alliance bought 8,224 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $261K.
Schwab US Dividend Equity ETF made up 0.28% of Integrity Alliance's portfolio in Q2 2026, its #81 holding.
Integrity Alliance first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's Schwab US Dividend Equity ETF position peaked at $12.2M in Q4 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.