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Gleason Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gleason Group’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 		$2.42K Hold
76
– – ﹤0.01% 419
2026
Q1 		$2.32K Buy
+76
New +$2.31K ﹤0.01% 210
2025
Q1 		– Sell
-218
Closed -$5.96K – 193
2024
Q4 		$5.96K Buy
+218
New +$6.2K ﹤0.01% 182

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Gleason Group's SCHD Position: Q2 2026 in Review

Gleason Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 76 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Gleason Group first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.96K in Q4 2024. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Gleason Group held 76 shares of Schwab US Dividend Equity ETF worth $2.42K as of Q2 2026.
  • Gleason Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #419 holding.
  • Gleason Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Gleason Group's Schwab US Dividend Equity ETF position peaked at $5.96K in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.