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

Integrity Financial’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	$20.7K	Hold	652	–	–	0.01%	236
2026 Q1	$20K	Sell	652 -2,973	-82%	-$90.2K	0.01%	235
2025 Q4	$99.4K	Sell	3,625 -12,939	-78%	-$352K	0.05%	172
2025 Q3	$452K	Buy	16,564 +6,120	+59%	+$167K	0.22%	90
2025 Q2	$277K	Buy	+10,444	New	+$273K	0.14%	112

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 Financial's SCHD Position: Q2 2026 in Review

Integrity Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 652 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #236.

Integrity Financial first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $452K in Q3 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Integrity Financial held 652 shares of Schwab US Dividend Equity ETF worth $20.7K as of Q2 2026.
Integrity Financial left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Integrity Financial's portfolio in Q2 2026, its #236 holding.
Integrity Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Integrity Financial's Schwab US Dividend Equity ETF position peaked at $452K in Q3 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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