Gateway Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gateway Wealth Partners’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	$2.84M	Sell	89,420 -64,152	-42%	-$2.04M	0.17%	149
2026 Q1	$4.71M	Buy	153,572 +107,169	+231%	+$3.25M	0.18%	140
2025 Q4	$1.27M	Buy	46,403 +9,830	+27%	+$267K	0.14%	158
2025 Q3	$998K	Buy	36,573 +12,015	+49%	+$328K	0.13%	157
2025 Q2	$651K	Buy	24,558 +11,675	+91%	+$305K	0.12%	171
2025 Q1	$360K	Buy	12,883 +400	+3%	+$11.2K	0.08%	230
2024 Q4	$341K	Buy	12,483 +2,601	+26%	+$73.9K	0.09%	213
2024 Q3	$278K	Buy	+9,882	New	+$269K	0.08%	221
2023 Q4	–	Sell	-30,969	Closed	-$730K	–	262
2023 Q3	$730K	Buy	30,969 +8,127	+36%	+$199K	0.13%	99
2023 Q2	$553K	Buy	+22,842	New	+$546K	0.1%	113

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

Gateway Wealth Partners's SCHD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, selling an estimated $2.04M and leaving 89,420 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #149.

Gateway Wealth Partners first reported a position in SCHD in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.71M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gateway Wealth Partners held 89,420 shares of Schwab US Dividend Equity ETF worth $2.84M as of Q2 2026.
Gateway Wealth Partners sold 64,152 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.04M.
Schwab US Dividend Equity ETF made up 0.17% of Gateway Wealth Partners's portfolio in Q2 2026, its #149 holding.
Gateway Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 10 quarters since.
Gateway Wealth Partners's Schwab US Dividend Equity ETF position peaked at $4.71M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.