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General Partner Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

General Partner Inc’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 		$3.81K Hold
120
– – ﹤0.01% 165
2026
Q1 		$3.68K Hold
120
– – ﹤0.01% 161
2025
Q4 		$3.29K Hold
120
– – ﹤0.01% 166
2025
Q3 		$3.28K Hold
120
– – ﹤0.01% 167
2025
Q2 		$3.18K Hold
120
– – ﹤0.01% 171
2025
Q1 		$3.35K Hold
120
– – ﹤0.01% 173
2024
Q4 		$3.28K Buy
+120
New +$3.41K ﹤0.01% 171

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

General Partner Inc's SCHD Position: Q2 2026 in Review

General Partner Inc held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 120 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

General Partner Inc first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • General Partner Inc held 120 shares of Schwab US Dividend Equity ETF worth $3.81K as of Q2 2026.
  • General Partner Inc left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of General Partner Inc's portfolio in Q2 2026, its #165 holding.
  • General Partner Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.