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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
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

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

Wealth Alliance's SCHD Position: Q1 2026 in Review

Wealth Alliance reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q1 2026, selling an estimated $48.6K and leaving 30,873 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #191.

Wealth Alliance first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Wealth Alliance held 30,873 shares of Schwab US Dividend Equity ETF worth $947K as of Q1 2026.
  • Wealth Alliance sold 1,601 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $48.6K.
  • Schwab US Dividend Equity ETF made up 0.09% of Wealth Alliance's portfolio in Q1 2026, its #191 holding.
  • Wealth Alliance first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.