GC Wealth Management RIA’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GC Wealth Management RIA’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	$1.67M	Sell	52,792 -11,126	-17%	-$353K	0.1%	167
2026 Q1	$1.96M	Sell	63,918 -3,333	-5%	-$101K	0.08%	158
2025 Q4	$1.84M	Sell	67,251 -3,785	-5%	-$103K	0.07%	168
2025 Q3	$1.94M	Buy	71,036 +58,142	+451%	+$1.59M	0.06%	215
2025 Q2	$342K	Buy	12,894 +2,859	+28%	+$74.7K	0.03%	407
2025 Q1	$281K	Hold	10,035	–	–	0.05%	256
2024 Q4	$274K	Hold	10,035	–	–	0.05%	252
2024 Q3	$283K	Hold	10,035	–	–	0.05%	257
2024 Q2	$260K	Hold	10,035	–	–	0.05%	242
2024 Q1	$270K	Hold	10,035	–	–	0.05%	239
2023 Q4	$255K	Buy	+10,035	New	+$239K	0.11%	181

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

GC Wealth Management RIA's SCHD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, selling an estimated $353K and leaving 52,792 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #167.

GC Wealth Management RIA first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GC Wealth Management RIA held 52,792 shares of Schwab US Dividend Equity ETF worth $1.67M as of Q2 2026.
GC Wealth Management RIA sold 11,126 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $353K.
Schwab US Dividend Equity ETF made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #167 holding.
GC Wealth Management RIA first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Schwab US Dividend Equity ETF position peaked at $1.96M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.