GGM Financials’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GGM Financials’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	$409K	Buy	12,894 +28	+0.2%	+$888	0.16%	58
2026 Q1	$395K	Buy	12,866 +30	+0.2%	+$910	0.18%	51
2025 Q4	$352K	Buy	12,836 +35	+0.3%	+$952	0.17%	50
2025 Q3	$349K	Buy	12,801 +34	+0.3%	+$928	0.18%	51
2025 Q2	$338K	Buy	12,767 +34	+0.3%	+$888	0.2%	50
2025 Q1	$356K	Sell	12,733 -4,670	-27%	-$130K	0.24%	44
2024 Q4	$475K	Buy	17,403 +75	+0.4%	+$2.13K	0.51%	38
2024 Q3	$488K	Buy	17,328 +156	+0.9%	+$4.25K	0.42%	36
2024 Q2	$445K	Buy	+17,172	New	+$447K	0.41%	36

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

GGM Financials's SCHD Position: Q2 2026 in Review

GGM Financials increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.22% in Q2 2026, buying an estimated $888 and bringing the position to 12,894 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #58.

GGM Financials first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GGM Financials held 12,894 shares of Schwab US Dividend Equity ETF worth $409K as of Q2 2026.
GGM Financials bought 28 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $888.
Schwab US Dividend Equity ETF made up 0.16% of GGM Financials's portfolio in Q2 2026, its #58 holding.
GGM Financials first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
GGM Financials's Schwab US Dividend Equity ETF position peaked at $488K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.