GF
SCHD icon

Gimbal Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gimbal Financial’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
-7,875
Closed -$220K – 53
2025
Q1 		$220K Hold
7,875
– – 0.2% 38
2024
Q4 		$215K Sell
7,875
-15,750
-67% -$448K 0.18% 43
2024
Q3 		$223K Buy
23,625
+15,750
+200% +$429K 0.14% 46
2024
Q2 		$207K Hold
7,875
– – 0.15% 43
2024
Q1 		$212K Buy
+7,875
New +$203K 0.17% 45

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 $424B AUM 22.94% 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

Gimbal Financial's SCHD Position: Q2 2025 in Review

Gimbal Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 7,875 shares — an estimated $220K sold.

Gimbal Financial first reported a position in SCHD in Q1 2024 and held it in 5 quarters. The position peaked at $223K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Gimbal Financial reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Gimbal Financial sold 7,875 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $220K.
  • Gimbal Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 5 quarters.
  • Gimbal Financial's Schwab US Dividend Equity ETF position peaked at $223K in Q3 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Gimbal Financial's 13F filing for Q2 2025, filed 30 Jul 2025.