GM Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
GM Advisory Group's SCHD Position: Q1 2026 in Review
GM Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q1 2026, buying an estimated $790K and bringing the position to 167,364 shares worth $5.13M. The position accounts for 0.2% of the portfolio, ranked #63.
GM Advisory Group first reported a position in SCHD in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.38M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- GM Advisory Group held 167,364 shares of Schwab US Dividend Equity ETF worth $5.13M as of Q1 2026.
- GM Advisory Group bought 26,058 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $790K.
- Schwab US Dividend Equity ETF made up 0.2% of GM Advisory Group's portfolio in Q1 2026, its #63 holding.
- GM Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 14 quarters since.
- GM Advisory Group's Schwab US Dividend Equity ETF position peaked at $5.38M in Q1 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.