Global Wealth Strategies & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-1,622	Closed	-$49.8K	–	388
2026 Q1	$49.8K	Sell	1,622 -34	-2%	-$1.03K	0.01%	171
2025 Q4	$45.4K	Buy	1,656 +57	+4%	+$1.55K	0.01%	161
2025 Q3	$43.6K	Sell	1,599 -631	-28%	-$17.2K	0.01%	156
2025 Q2	$59.1K	Hold	2,230	–	–	0.02%	103
2025 Q1	$62.4K	Hold	2,230	–	–	0.02%	99
2024 Q4	$60.9K	Buy	2,230 +100	+5%	+$2.84K	0.02%	97
2024 Q3	$60K	Hold	2,130	–	–	0.02%	88
2024 Q2	$55.2K	Sell	2,130 -60	-3%	-$1.56K	0.02%	81
2024 Q1	$58.9K	Buy	2,190 +60	+3%	+$1.55K	0.02%	83
2023 Q4	$54.1K	Buy	2,130 +1,800	+545%	+$42.9K	0.02%	81
2023 Q3	$7.8K	Hold	330	–	–	﹤0.01%	180
2023 Q2	$8.01K	Hold	330	–	–	﹤0.01%	183
2023 Q1	$8.07K	Hold	330	–	–	﹤0.01%	182
2022 Q4	$8.33K	Buy	+330	New	+$8.14K	﹤0.01%	163

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 22.9% 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 Wealth Strategies & Associates's SCHD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 1,622 shares — an estimated $49.8K sold.

Global Wealth Strategies & Associates first reported a position in SCHD in Q4 2022 and held it in 14 quarters. The position peaked at $62.4K in Q1 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,622 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $49.8K.
Global Wealth Strategies & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Schwab US Dividend Equity ETF position peaked at $62.4K in Q1 2025.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.