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

Wealth 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	$979K	Sell	30,868 -5	-0%	-$159	0.08%	197
2026 Q1	$947K	Sell	30,873 -1,601	-5%	-$48.6K	0.09%	191
2025 Q4	$891K	Buy	32,474 +2,089	+7%	+$56.8K	0.09%	200
2025 Q3	$829K	Sell	30,385 -3,307	-10%	-$90.2K	0.09%	204
2025 Q2	$893K	Buy	33,692 +3,655	+12%	+$95.5K	0.1%	187
2025 Q1	$840K	Sell	30,037 -459	-2%	-$12.8K	0.1%	180
2024 Q4	$833K	Sell	30,496 -290	-0.9%	-$8.24K	0.1%	188
2024 Q3	$867K	Buy	30,786 +396	+1%	+$10.8K	0.1%	183
2024 Q2	$788K	Buy	30,390 +225	+0.7%	+$5.86K	0.1%	178
2024 Q1	$811K	Buy	30,165 +150	+0.5%	+$3.88K	0.11%	190
2023 Q4	$762K	Sell	30,015 -186	-0.6%	-$4.43K	0.11%	188
2023 Q3	$712K	Buy	30,201 +11,949	+65%	+$293K	0.11%	183
2023 Q2	$442K	Buy	18,252 +1,548	+9%	+$37K	0.07%	270
2023 Q1	$407K	Buy	16,704 +1,104	+7%	+$27.6K	0.07%	282
2022 Q4	$393K	Buy	15,600 +3,126	+25%	+$77.2K	0.07%	274
2022 Q3	$276K	Buy	12,474 +102	+0.8%	+$2.48K	0.05%	342
2022 Q2	$295K	Buy	+12,372	New	+$315K	0.06%	327

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's SCHD Position: Q2 2026 in Review

Wealth Alliance reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.02% in Q2 2026, selling an estimated $159 and leaving 30,868 shares worth $979K. The position accounts for 0.08% of the portfolio, ranked #197.

Wealth Alliance first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealth Alliance held 30,868 shares of Schwab US Dividend Equity ETF worth $979K as of Q2 2026.
Wealth Alliance sold 5 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $159.
Schwab US Dividend Equity ETF made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #197 holding.
Wealth Alliance first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.