GoalVest Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GoalVest Advisory’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	$347K	Sell	10,936 -732	-6%	-$23.2K	0.06%	98
2026 Q1	$358K	Sell	11,668 -1,766	-13%	-$53.6K	0.07%	113
2025 Q4	$368K	Sell	13,434 -1,161	-8%	-$31.6K	0.07%	116
2025 Q3	$398K	Hold	14,595	–	–	0.08%	105
2025 Q2	$387K	Hold	14,595	–	–	0.1%	93
2025 Q1	$408K	Sell	14,595 -429	-3%	-$12K	0.11%	89
2024 Q4	$410K	Hold	15,024	–	–	0.11%	92
2024 Q3	$423K	Hold	15,024	–	–	0.12%	85
2024 Q2	$389K	Hold	15,024	–	–	0.12%	82
2024 Q1	$404K	Buy	15,024 +13,791	+1,118%	+$356K	0.13%	81
2023 Q4	$31.3K	Hold	1,233	–	–	0.01%	176
2023 Q3	$29.1K	Hold	1,233	–	–	0.01%	183
2023 Q2	$29.8K	Hold	1,233	–	–	0.02%	171
2023 Q1	$30.1K	Hold	1,233	–	–	0.02%	144
2022 Q4	$31K	Hold	1,233	–	–	0.02%	134
2022 Q3	$27K	Hold	1,233	–	–	0.02%	137
2022 Q2	$29K	Hold	1,233	–	–	0.02%	196
2022 Q1	$32K	Buy	+1,233	New	+$32.3K	0.02%	175
2021 Q1	–	Sell	-15	Closed	–	–	220
2020 Q4	$0	Buy	+15	New	+$304	﹤0.01%	212

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

GoalVest Advisory's SCHD Position: Q2 2026 in Review

GoalVest Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.3% in Q2 2026, selling an estimated $23.2K and leaving 10,936 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #98.

GoalVest Advisory first reported a position in SCHD in Q4 2020 and has held it in 19 quarters since. The position peaked at $423K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GoalVest Advisory held 10,936 shares of Schwab US Dividend Equity ETF worth $347K as of Q2 2026.
GoalVest Advisory sold 732 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23.2K.
Schwab US Dividend Equity ETF made up 0.06% of GoalVest Advisory's portfolio in Q2 2026, its #98 holding.
GoalVest Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 19 quarters since.
GoalVest Advisory's Schwab US Dividend Equity ETF position peaked at $423K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.