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

Integrity Wealth Solutions’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	–	Sell	-30,289	Closed	-$929K	–	136
2026 Q1	$929K	Buy	30,289 +236	+0.8%	+$7.16K	0.37%	55
2025 Q4	$824K	Buy	+30,053	New	+$817K	0.33%	60

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 Wealth Solutions's SCHD Position: Q2 2026 in Review

Integrity Wealth Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 30,289 shares — an estimated $929K sold.

Integrity Wealth Solutions first reported a position in SCHD in Q4 2025 and held it in 2 quarters. The position peaked at $929K in Q1 2026. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Integrity Wealth Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Integrity Wealth Solutions sold 30,289 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $929K.
Integrity Wealth Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 2 quarters.
Integrity Wealth Solutions's Schwab US Dividend Equity ETF position peaked at $929K in Q1 2026.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.