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Global Strategic Investment Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Strategic Investment Solutions’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
Q1 		$6.71M Hold
218,814
– – 0.65% 34
2025
Q4 		$6M Hold
218,814
– – 0.59% 34
2025
Q3 		$5.97M Hold
218,814
– – 0.6% 34
2025
Q2 		$5.8M Hold
218,814
– – 0.62% 34
2025
Q1 		$6.12M Hold
218,814
– – 0.71% 32
2024
Q4 		$5.98M Hold
218,814
– – 0.7% 32
2024
Q3 		$6.17M Hold
218,814
– – 0.72% 31
2024
Q2 		$5.67M Hold
218,814
– – 0.69% 31
2024
Q1 		$5.88M Hold
218,814
– – 0.68% 32
2023
Q4 		$5.55M Sell
218,814
-141
-0.1% -$3.36K 0.68% 36
2023
Q3 		$5.16M Hold
218,955
– – 0.67% 37
2023
Q2 		$5.3M Buy
218,955
+90
+0% +$2.15K 0.66% 36
2023
Q1 		$5.34M Buy
218,865
+81
+0% +$2.02K 0.76% 29
2022
Q4 		$5.51M Buy
218,784
+87
+0% +$2.15K 0.37% 33
2022
Q3 		$4.84M Sell
218,697
-17,493
-7% -$425K 0.23% 36
2022
Q2 		$5.64M Buy
236,190
+90
+0% +$2.29K 0.41% 34
2022
Q1 		$6.21M Buy
236,100
+17,643
+8% +$462K 0.39% 32
2021
Q4 		$5.89M Hold
218,457
– – 0.94% 25
2021
Q3 		$5.41M Hold
218,457
– – 0.91% 24
2021
Q2 		$5.51M Sell
218,457
-39,894
-15% -$1.01M 0.93% 24
2021
Q1 		$6.28M Sell
258,351
-14,130
-5% -$321K 1.15% 23
2020
Q4 		$5.83M Buy
272,481
+6,501
+2% +$132K 1.32% 20
2020
Q3 		$4.9M Buy
265,980
+9,288
+4% +$171K 1.24% 22
2020
Q2 		$4.43M Buy
256,692
+25,152
+11% +$425K 1.24% 22
2020
Q1 		$3.47M Buy
231,540
+192,846
+498% +$3.46M 1.3% 21
2019
Q4 		$747K Buy
38,694
+294
+0.8% +$5.51K 0.27% 29
2019
Q3 		$701K Buy
+38,400
New +$687K 0.27% 28

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Global Strategic Investment Solutions's SCHD Position: Q1 2026 in Review

Global Strategic Investment Solutions held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 218,814 shares worth $6.71M. The position accounts for 0.65% of the portfolio, ranked #34.

Global Strategic Investment Solutions first reported a position in SCHD in Q3 2019 and has held it in 27 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Global Strategic Investment Solutions held 218,814 shares of Schwab US Dividend Equity ETF worth $6.71M as of Q1 2026.
  • Global Strategic Investment Solutions left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.65% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #34 holding.
  • Global Strategic Investment Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.