Gerber Kawasaki Wealth & Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$53.9M	Sell	1,699,724 -30,010	-2%	-$952K	1.44%	17
2026 Q1	$53.1M	Sell	1,729,734 -158,640	-8%	-$4.81M	1.69%	16
2025 Q4	$51.8M	Sell	1,888,374 -15,304	-0.8%	-$416K	1.81%	15
2025 Q3	$52M	Sell	1,903,678 -11,876	-0.6%	-$324K	1.78%	16
2025 Q2	$50.8M	Sell	1,915,554 -10,587	-0.5%	-$276K	1.96%	13
2025 Q1	$53.9M	Buy	1,926,141 +17,554	+0.9%	+$489K	2.42%	10
2024 Q4	$52.1M	Buy	1,908,587 +12,209	+0.6%	+$347K	2.27%	12
2024 Q3	$53.4M	Sell	1,896,378 -37,563	-2%	-$1.02M	2.46%	11
2024 Q2	$50.1M	Sell	1,933,941 -44,169	-2%	-$1.15M	2.51%	9
2024 Q1	$53.2M	Sell	1,978,110 -49,881	-2%	-$1.29M	2.87%	9
2023 Q4	$51.5M	Sell	2,027,991 -252,900	-11%	-$6.03M	3.08%	8
2023 Q3	$53.8M	Buy	2,280,891 +11,547	+0.5%	+$283K	3.66%	6
2023 Q2	$54.9M	Sell	2,269,344 -66,564	-3%	-$1.59M	3.69%	6
2023 Q1	$57M	Sell	2,335,908 -109,464	-4%	-$2.74M	4.5%	3
2022 Q4	$61.6M	Buy	2,445,372 +252,924	+12%	+$6.24M	5.46%	1
2022 Q3	$48.5M	Buy	2,192,448 +116,967	+6%	+$2.84M	4.53%	3
2022 Q2	$49.5M	Buy	2,075,481 +158,505	+8%	+$4.03M	4.7%	3
2022 Q1	$50.4M	Buy	1,916,976 +225,759	+13%	+$5.91M	4.11%	4
2021 Q4	$45.6M	Buy	1,691,217 +107,088	+7%	+$2.78M	3.63%	5
2021 Q3	$39.2M	Buy	1,584,129 +143,592	+10%	+$3.65M	5.07%	4
2021 Q2	$36.3M	Buy	1,440,537 +147,177	+11%	+$3.72M	3.71%	4
2021 Q1	$31.4M	Buy	1,293,360 +112,239	+10%	+$2.55M	3.78%	4
2020 Q4	$25.3M	Buy	+1,181,121	New	+$23.9M	3.5%	4
2020 Q3	–	Sell	-1,166,136	Closed	-$20.1M	–	149
2020 Q2	$20.1M	Buy	1,166,136 +144,393	+14%	+$2.44M	4.45%	4
2020 Q1	$15.3M	Buy	+1,021,743	New	+$18.3M	4.34%	5

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

Gerber Kawasaki Wealth & Investment Management's SCHD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, selling an estimated $952K and leaving 1,699,724 shares worth $53.9M. The position accounts for 1.44% of the portfolio, ranked #17.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $61.6M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,699,724 shares of Schwab US Dividend Equity ETF worth $53.9M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 30,010 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $952K.
Schwab US Dividend Equity ETF made up 1.44% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #17 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
Gerber Kawasaki Wealth & Investment Management's Schwab US Dividend Equity ETF position peaked at $61.6M in Q4 2022.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.