Global Assets Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Global Assets Advisory's SCHD Position: Q2 2026 in Review
Global Assets Advisory opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 18,790 shares worth $601K. The stake represents 0.13% of the portfolio and ranks #163 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in SCHD as recently as Q4 2025.
Global Assets Advisory first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Global Assets Advisory held 18,790 shares of Schwab US Dividend Equity ETF worth $601K as of Q2 2026.
- Schwab US Dividend Equity ETF was a new Global Assets Advisory position in Q2 2026.
- Schwab US Dividend Equity ETF made up 0.13% of Global Assets Advisory's portfolio in Q2 2026, its #163 holding.
- Global Assets Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
- 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.