Financial Gravity Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Gravity Asset Management’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	$588K	Sell	19,157 -150	-0.8%	-$4.55K	0.1%	93
2025 Q4	$530K	Buy	19,307 +8,703	+82%	+$237K	0.1%	82
2025 Q3	$289K	Buy	+10,604	New	+$289K	0.06%	120
2025 Q1	$384K	Buy	+13,738	New	+$383K	0.08%	111
2024 Q2	$24.7K	Buy	+954	New	+$24.8K	0.01%	360

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Gravity Asset Management's SCHD Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q1 2026, selling an estimated $4.55K and leaving 19,157 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #93.

Financial Gravity Asset Management first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Financial Gravity Asset Management held 19,157 shares of Schwab US Dividend Equity ETF worth $588K as of Q1 2026.
Financial Gravity Asset Management sold 150 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.55K.
Schwab US Dividend Equity ETF made up 0.1% of Financial Gravity Asset Management's portfolio in Q1 2026, its #93 holding.
Financial Gravity Asset Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.