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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
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

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

Integrity Financial's SCHD Position: Q1 2026 in Review

Integrity Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 82% in Q1 2026, selling an estimated $90.2K and leaving 652 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #235.

Integrity Financial first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $452K in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Integrity Financial held 652 shares of Schwab US Dividend Equity ETF worth $20K as of Q1 2026.
  • Integrity Financial sold 2,973 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $90.2K.
  • Schwab US Dividend Equity ETF made up 0.01% of Integrity Financial's portfolio in Q1 2026, its #235 holding.
  • Integrity Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrity Financial's Schwab US Dividend Equity ETF position peaked at $452K in Q3 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.