Wealth Alliance Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Alliance Advisory Group’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	$284K	Buy	8,967 +603	+7%	+$19.1K	0.04%	161
2026 Q1	$257K	Hold	8,364	–	–	0.04%	171
2025 Q4	$229K	Hold	8,364	–	–	0.04%	180
2025 Q3	$228K	Hold	8,364	–	–	0.04%	174
2025 Q2	$222K	Sell	8,364 -10,555	-56%	-$276K	0.04%	175
2025 Q1	$529K	Hold	18,919	–	–	0.11%	108
2024 Q4	$517K	Buy	18,919 +10,000	+112%	+$284K	0.11%	105
2024 Q3	$251K	Buy	8,919 +9	+0.1%	+$245	0.05%	160
2024 Q2	$231K	Hold	8,910	–	–	0.05%	168
2024 Q1	$239K	Hold	8,910	–	–	0.06%	164
2023 Q4	$226K	Buy	8,910 +300	+3%	+$7.15K	0.06%	162
2023 Q3	$203K	Hold	8,610	–	–	0.06%	161
2023 Q2	$208K	Hold	8,610	–	–	0.07%	153
2023 Q1	$210K	Hold	8,610	–	–	0.08%	145
2022 Q4	$217K	Buy	+8,610	New	+$213K	0.08%	145
2022 Q3	–	Sell	-8,610	Closed	-$206K	–	167
2022 Q2	$206K	Hold	8,610	–	–	0.1%	129
2022 Q1	$226K	Buy	+8,610	New	+$225K	0.1%	135

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

Wealth Alliance Advisory Group's SCHD Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 8,967 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #161.

Wealth Alliance Advisory Group first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. The position peaked at $529K in Q1 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Alliance Advisory Group held 8,967 shares of Schwab US Dividend Equity ETF worth $284K as of Q2 2026.
Wealth Alliance Advisory Group bought 603 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.1K.
Schwab US Dividend Equity ETF made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #161 holding.
Wealth Alliance Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
Wealth Alliance Advisory Group's Schwab US Dividend Equity ETF position peaked at $529K in Q1 2025.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.