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Galvin Gaustad & Stein’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$1.7M Buy
52,207
+4,372
+9% +$147K 0.13% 106
2026
Q2 		$1.52M Sell
47,835
-76
-0.2% -$2.41K 0.11% 113
2026
Q1 		$1.47M Buy
47,911
+9,281
+24% +$282K 0.12% 103
2025
Q4 		$1.06M Sell
38,630
-11,220
-23% -$305K 0.08% 121
2025
Q3 		$1.36M Buy
49,850
+3,860
+8% +$105K 0.11% 92
2025
Q2 		$1.22M Sell
45,990
-10,160
-18% -$265K 0.11% 93
2025
Q1 		$1.57M Buy
56,150
+2,663
+5% +$74.2K 0.14% 80
2024
Q4 		$1.46M Sell
53,487
-474
-0.9% -$13.5K 0.13% 85
2024
Q3 		$1.52M Buy
53,961
+1,131
+2% +$30.8K 0.14% 82
2024
Q2 		$1.37M Sell
52,830
-5,265
-9% -$137K 0.13% 79
2024
Q1 		$1.56M Sell
58,095
-1,128
-2% -$29.1K 0.14% 80
2023
Q4 		$1.5M Buy
59,223
+6,984
+13% +$166K 0.14% 74
2023
Q3 		$1.23M Buy
52,239
+6,114
+13% +$150K 0.12% 81
2023
Q2 		$1.12M Buy
46,125
+3,408
+8% +$81.4K 0.11% 86
2023
Q1 		$1.04M Buy
42,717
+288
+0.7% +$7.2K 0.1% 84
2022
Q4 		$1.07M Sell
42,429
-3,288
-7% -$81.2K 0.11% 86
2022
Q3 		$1.01M Buy
45,717
+2,358
+5% +$57.3K 0.11% 89
2022
Q2 		$1.03M Buy
43,359
+339
+0.8% +$8.62K 0.1% 89
2022
Q1 		$1.13M Buy
43,020
+177
+0.4% +$4.63K 0.1% 93
2021
Q4 		$1.15M Sell
42,843
-4,587
-10% -$119K 0.1% 99
2021
Q3 		$1.17M Sell
47,430
-2,643
-5% -$67.2K 0.11% 98
2021
Q2 		$1.26M Sell
50,073
-261
-0.5% -$6.59K 0.12% 97
2021
Q1 		$1.22M Sell
50,334
-666
-1% -$15.1K 0.12% 101
2020
Q4 		$1.09M Buy
+51,000
New +$1.03M 0.11% 102

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Galvin Gaustad & Stein's SCHD Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.1% in Q3 2026, buying an estimated $147K and bringing the position to 52,207 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #106.

Galvin Gaustad & Stein first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Galvin Gaustad & Stein held 52,207 shares of Schwab US Dividend Equity ETF worth $1.7M as of Q3 2026.
  • Galvin Gaustad & Stein bought 4,372 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $147K.
  • Schwab US Dividend Equity ETF made up 0.13% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #106 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.