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GFG Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GFG Capital’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
2025
Q2 		– Sell
-11,833
Closed -$331K – 419
2025
Q1 		$331K Sell
11,833
-503
-4% -$14K 0.1% 82
2024
Q4 		$337K Hold
12,336
– – 0.09% 84
2024
Q3 		$275K Hold
12,336
– – 0.11% 80
2024
Q2 		$320K Buy
12,336
+1,128
+10% +$29.4K 0.08% 93
2024
Q1 		$301K Hold
11,208
– – 0.08% 101
2023
Q4 		$284K Buy
11,208
+708
+7% +$16.9K 0.08% 110
2023
Q3 		$248K Buy
10,500
+1,011
+11% +$24.8K 0.08% 108
2023
Q2 		$230K Buy
9,489
+45
+0.5% +$1.07K 0.04% 106
2023
Q1 		$237K Buy
9,444
+45
+0.5% +$1.13K 0.05% 102
2022
Q4 		$237K Buy
9,399
+273
+3% +$6.74K 0.04% 105
2022
Q3 		$203K Buy
9,126
+702
+8% +$17.1K 0.07% 120
2022
Q2 		$201K Buy
8,424
+201
+2% +$5.11K 0.06% 122
2022
Q1 		$216K Buy
8,223
+759
+10% +$19.9K 0.06% 134
2021
Q4 		$201K Buy
+7,464
New +$194K 0.06% 141

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GFG Capital's SCHD Position: Q2 2025 in Review

GFG Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 11,833 shares — an estimated $331K sold.

GFG Capital first reported a position in SCHD in Q4 2021 and held it in 14 quarters. The position peaked at $337K in Q4 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • GFG Capital reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • GFG Capital sold 11,833 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $331K.
  • GFG Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 14 quarters.
  • GFG Capital's Schwab US Dividend Equity ETF position peaked at $337K in Q4 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on GFG Capital's 13F filing for Q2 2025, filed 24 Jul 2025.