GEM Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GEM Asset Management’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	$341K	Buy	10,747 +3,312	+45%	+$105K	0.13%	82
2026 Q1	$228K	Hold	7,435	–	–	0.1%	95
2025 Q4	$207K	Buy	+7,435	New	+$202K	0.09%	101

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

GEM Asset Management's SCHD Position: Q2 2026 in Review

GEM Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 45% in Q2 2026, buying an estimated $105K and bringing the position to 10,747 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #82.

GEM Asset Management 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.

GEM Asset Management held 10,747 shares of Schwab US Dividend Equity ETF worth $341K as of Q2 2026.
GEM Asset Management bought 3,312 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $105K.
Schwab US Dividend Equity ETF made up 0.13% of GEM Asset Management's portfolio in Q2 2026, its #82 holding.
GEM Asset Management 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 GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.