Garden State Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Garden State Investment Advisory Services’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	$3.86M	Buy	125,609 +1,935	+2%	+$58.7K	0.85%	31
2025 Q4	$3.39M	Sell	123,674 -11,473	-8%	-$312K	0.75%	33
2025 Q3	$3.69M	Sell	135,147 -36,770	-21%	-$1M	0.82%	28
2025 Q2	$4.56M	Sell	171,917 -77,151	-31%	-$2.01M	1.15%	20
2025 Q1	$6.97M	Sell	249,068 -100,994	-29%	-$2.82M	2.23%	9
2024 Q4	$9.57M	Buy	350,062 +6,928	+2%	+$197K	2.85%	6
2024 Q3	$9.68M	Sell	343,134 -4,743	-1%	-$129K	3.1%	6
2024 Q2	$9.12M	Buy	347,877 +1,836	+0.5%	+$47.8K	3.15%	6
2024 Q1	$9.31M	Buy	346,041 +6,873	+2%	+$178K	3.41%	5
2023 Q4	$8.61M	Buy	339,168 +8,613	+3%	+$205K	3.42%	5
2023 Q3	$7.8M	Sell	330,555 -6,672	-2%	-$164K	3.58%	6
2023 Q2	$8.16M	Buy	337,227 +7,953	+2%	+$190K	3.21%	7
2023 Q1	$8.03M	Sell	329,274 -31,563	-9%	-$789K	3.46%	4
2022 Q4	$9.09M	Buy	+360,837	New	+$8.91M	5.38%	2

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Garden State Investment Advisory Services's SCHD Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q1 2026, buying an estimated $58.7K and bringing the position to 125,609 shares worth $3.86M. The position accounts for 0.85% of the portfolio, ranked #31.

Garden State Investment Advisory Services first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.68M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Garden State Investment Advisory Services held 125,609 shares of Schwab US Dividend Equity ETF worth $3.86M as of Q1 2026.
Garden State Investment Advisory Services bought 1,935 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $58.7K.
Schwab US Dividend Equity ETF made up 0.85% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #31 holding.
Garden State Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $9.68M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.