Global Retirement Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Retirement Partners’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	$21.3M	Buy	+672,307	New	+$21.3M	0.33%	58
2025 Q4	$15.4M	Buy	561,938 +90,656	+19%	+$2.46M	0.27%	66
2025 Q3	$12.9M	Buy	471,282 +11,317	+2%	+$309K	0.29%	71
2025 Q2	$12.2M	Buy	+459,965	New	+$12M	0.3%	68
2024 Q4	$16.8M	Sell	613,892 -6,118	-1%	-$174K	0.48%	38
2024 Q3	$17.5M	Sell	620,010 -4,695	-0.8%	-$128K	0.53%	36
2024 Q2	$16.2M	Buy	624,705 +40,932	+7%	+$1.07M	0.51%	39
2024 Q1	$15.7M	Sell	583,773 -376,998	-39%	-$9.74M	0.59%	33
2023 Q4	$24.2M	Buy	960,771 +262,458	+38%	+$6.25M	1.01%	15
2023 Q3	$16.2M	Sell	698,313 -177,897	-20%	-$4.37M	0.81%	22
2023 Q2	$21.2M	Sell	876,210 -18,543	-2%	-$443K	1.04%	13
2023 Q1	$21M	Buy	894,753 +202,044	+29%	+$5.05M	1.12%	13
2022 Q4	$17.4M	Buy	692,709 +156,687	+29%	+$3.87M	1.2%	13
2022 Q3	$13.2M	Buy	536,022 +226,437	+73%	+$5.5M	1%	13
2022 Q2	$7.39M	Buy	309,585 +15,291	+5%	+$389K	0.59%	24
2022 Q1	$7.47M	Buy	+294,294	New	+$7.71M	0.59%	26
2021 Q4	–	Sell	-221,271	Closed	-$5.48M	–	1494
2021 Q3	$5.48M	Buy	221,271 +14,472	+7%	+$368K	0.54%	36
2021 Q2	$5.21M	Buy	206,799 +26,967	+15%	+$681K	0.53%	37
2021 Q1	$4.37M	Buy	179,832 +151,911	+544%	+$3.46M	0.51%	38
2020 Q4	$597K	Buy	27,921 +12,627	+83%	+$256K	0.07%	217
2020 Q3	$282K	Buy	15,294 +2,832	+23%	+$52.1K	0.04%	304
2020 Q2	$215K	Buy	+12,462	New	+$210K	0.03%	341
2019 Q2	–	Sell	-609	Closed	-$11K	–	1692
2019 Q1	$11K	Hold	609	–	–	﹤0.01%	1037
2018 Q4	$10K	Hold	609	–	–	﹤0.01%	980
2018 Q3	$11K	Hold	609	–	–	﹤0.01%	1013
2018 Q2	$10K	Hold	609	–	–	﹤0.01%	1003
2018 Q1	$10K	Hold	609	–	–	﹤0.01%	975
2017 Q4	$10K	Hold	609	–	–	﹤0.01%	917
2017 Q3	$10K	Buy	609 +303	+99%	+$4.63K	﹤0.01%	840
2017 Q2	$5K	Buy	+306	New	+$4.59K	﹤0.01%	947

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

Global Retirement Partners's SCHD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 672,307 shares worth $21.3M. The stake represents 0.33% of the portfolio and ranks #58 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHD as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHD in Q2 2017 and has held it in 30 quarters since. The position peaked at $24.2M in Q4 2023. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Global Retirement Partners held 672,307 shares of Schwab US Dividend Equity ETF worth $21.3M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Global Retirement Partners position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.33% of Global Retirement Partners's portfolio in Q2 2026, its #58 holding.
Global Retirement Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 30 quarters since.
Global Retirement Partners's Schwab US Dividend Equity ETF position peaked at $24.2M in Q4 2023.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.