Gables Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gables Capital 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 Q2	$5.52K	Hold	174	–	–	﹤0.01%	419
2026 Q1	$5.34K	Hold	174	–	–	﹤0.01%	395
2025 Q4	$4.77K	Hold	174	–	–	﹤0.01%	397
2025 Q3	$4.75K	Hold	174	–	–	﹤0.01%	398
2025 Q2	$4.61K	Hold	174	–	–	﹤0.01%	392
2025 Q1	$4.87K	Hold	174	–	–	﹤0.01%	389
2024 Q4	$4.75K	Hold	174	–	–	﹤0.01%	391
2024 Q3	$1.63K	Buy	+174	New	+$4.74K	﹤0.01%	418
2023 Q1	–	Sell	-1,500	Closed	-$37.8K	–	380
2022 Q4	$37.8K	Hold	1,500	–	–	0.03%	212
2022 Q3	$33K	Hold	1,500	–	–	0.03%	217
2022 Q2	$36K	Hold	1,500	–	–	0.03%	220
2022 Q1	$39K	Hold	1,500	–	–	0.02%	225
2021 Q4	$40K	Hold	1,500	–	–	0.02%	220
2021 Q3	$37K	Hold	1,500	–	–	0.02%	226
2021 Q2	$38K	Hold	1,500	–	–	0.03%	225
2021 Q1	$36K	Hold	1,500	–	–	0.02%	247
2020 Q4	$32K	Hold	1,500	–	–	0.02%	240
2020 Q3	$28K	Hold	1,500	–	–	0.02%	239
2020 Q2	$26K	Hold	1,500	–	–	0.02%	239
2020 Q1	$22K	Buy	+1,500	New	+$26.9K	0.02%	247

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

Gables Capital Management's SCHD Position: Q2 2026 in Review

Gables Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 174 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Gables Capital Management first reported a position in SCHD in Q1 2020 and has held it in 20 quarters since. The position peaked at $40K in Q4 2021. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gables Capital Management held 174 shares of Schwab US Dividend Equity ETF worth $5.52K as of Q2 2026.
Gables Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Gables Capital Management's portfolio in Q2 2026, its #419 holding.
Gables Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 20 quarters since.
Gables Capital Management's Schwab US Dividend Equity ETF position peaked at $40K in Q4 2021.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.