FreeGulliver LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FreeGulliver LLC’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	–	Sell	-11,466	Closed	-$352K	–	134
2026 Q1	$352K	Buy	+11,466	New	+$348K	0.15%	66
2025 Q2	–	Sell	-152,100	Closed	-$4.25M	–	96
2025 Q1	$4.25M	Buy	152,100 +3,313	+2%	+$92.4K	2.1%	11
2024 Q4	$4.06M	Buy	148,787 +1,376	+0.9%	+$39.1K	1.94%	12
2024 Q3	$4.15M	Sell	147,411 -5,715	-4%	-$156K	2.47%	9
2024 Q2	$3.97M	Buy	153,126 +29,316	+24%	+$763K	2.71%	9
2024 Q1	$3.33M	Buy	123,810 +35,127	+40%	+$907K	2.96%	7
2023 Q4	$2.25M	Buy	+88,683	New	+$2.11M	2.99%	7

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 22.9% 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

FreeGulliver LLC's SCHD Position: Q2 2026 in Review

FreeGulliver LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 11,466 shares — an estimated $352K sold.

FreeGulliver LLC first reported a position in SCHD in Q4 2023 and held it in 7 quarters. The position peaked at $4.25M in Q1 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FreeGulliver LLC reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
FreeGulliver LLC sold 11,466 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $352K.
FreeGulliver LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 7 quarters.
FreeGulliver LLC's Schwab US Dividend Equity ETF position peaked at $4.25M in Q1 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.