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Garton & Associates Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Garton & Associates Financial Advisors’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 		$395K Buy
12,461
+3,158
+34% +$100K 0.89% 23
2026
Q1 		$285K Sell
9,303
-3,826
-29% -$116K 0.23% 83
2025
Q4 		$360K Buy
+13,129
New +$357K 0.2% 82

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Garton & Associates Financial Advisors's SCHD Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 34% in Q2 2026, buying an estimated $100K and bringing the position to 12,461 shares worth $395K. The position accounts for 0.89% of the portfolio, ranked #23.

Garton & Associates Financial Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Garton & Associates Financial Advisors held 12,461 shares of Schwab US Dividend Equity ETF worth $395K as of Q2 2026.
  • Garton & Associates Financial Advisors bought 3,158 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $100K.
  • Schwab US Dividend Equity ETF made up 0.89% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Garton & Associates Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.