FGC
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Financial Gravity Companies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$277K Buy
+10,450
New +$273K 0.05% 136
2024
Q4 		$59.4K Buy
2,173
+1,309
+152% +$37.2K 0.01% 265
2024
Q3 		$24.3K Buy
+864
New +$23.5K 0.01% 254

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's SCHD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2025: 10,450 shares worth $277K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHD as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHD in Q3 2024 and has held it in 3 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Financial Gravity Companies held 10,450 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2025.
  • Schwab US Dividend Equity ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US Dividend Equity ETF made up 0.05% of Financial Gravity Companies's portfolio in Q2 2025, its #136 holding.
  • Financial Gravity Companies first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.