GGI
SCHD icon

Godsey & Gibb Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Godsey & Gibb Inc’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 		$418K Sell
13,175
-227
-2% -$7.2K 0.03% 81
2026
Q1 		$411K Buy
13,402
+491
+4% +$14.9K 0.04% 76
2025
Q4 		$354K Sell
12,911
-4,919
-28% -$134K 0.03% 82
2025
Q3 		$487K Hold
17,830
– – 0.04% 73
2025
Q2 		$472K Sell
17,830
-70
-0.4% -$1.83K 0.04% 72
2025
Q1 		$500K Sell
17,900
-787
-4% -$21.9K 0.05% 73
2024
Q4 		$511K Sell
18,687
-18
-0.1% -$512 0.05% 71
2024
Q3 		$527K Sell
18,705
-735
-4% -$20K 0.05% 71
2024
Q2 		$504K Sell
19,440
-1,440
-7% -$37.5K 0.05% 75
2024
Q1 		$561K Buy
20,880
+3,756
+22% +$97K 0.06% 67
2023
Q4 		$435K Sell
17,124
-15
-0.1% -$357 0.05% 71
2023
Q3 		$404K Sell
17,139
-2,277
-12% -$55.9K 0.05% 71
2023
Q2 		$470K Buy
19,416
+2,400
+14% +$57.3K 0.05% 67
2023
Q1 		$415K Sell
17,016
-2,040
-11% -$51K 0.05% 74
2022
Q4 		$480K Buy
+19,056
New +$470K 0.09% 46
2022
Q2 		– Sell
-13,767
Closed -$362K – 158
2022
Q1 		$362K Buy
13,767
+1,605
+13% +$42K 0.14% 24
2021
Q4 		$328K Sell
12,162
-456
-4% -$11.8K 0.11% 25
2021
Q3 		$312K Sell
12,618
-330
-3% -$8.39K 0.14% 19
2021
Q2 		$326K Sell
12,948
-3,564
-22% -$90K 0.19% 15
2021
Q1 		$401K Buy
16,512
+4,839
+41% +$110K 0.05% 69
2020
Q4 		$250K Buy
+11,673
New +$237K 0.03% 84
2019
Q4 		– Sell
-15,531
Closed -$284K – 102
2019
Q3 		$284K Sell
15,531
-4,671
-23% -$83.6K 0.04% 69
2019
Q2 		$357K Sell
20,202
-3,945
-16% -$69.4K 0.05% 67
2019
Q1 		$421K Sell
24,147
-55,419
-70% -$932K 0.06% 56
2018
Q4 		$1.25M Buy
+79,566
New +$1.33M 0.22% 48
2018
Q1 		– Sell
-13,092
Closed -$223K – 71
2017
Q4 		$223K Buy
13,092
+246
+2% +$4.04K 0.04% 54
2017
Q3 		$200K Buy
+12,846
New +$196K 0.03% 55

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Godsey & Gibb Inc's SCHD Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, selling an estimated $7.2K and leaving 13,175 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #81.

Godsey & Gibb Inc first reported a position in SCHD in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.25M in Q4 2018. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Godsey & Gibb Inc held 13,175 shares of Schwab US Dividend Equity ETF worth $418K as of Q2 2026.
  • Godsey & Gibb Inc sold 227 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.2K.
  • Schwab US Dividend Equity ETF made up 0.03% of Godsey & Gibb Inc's portfolio in Q2 2026, its #81 holding.
  • Godsey & Gibb Inc first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 27 quarters since.
  • Godsey & Gibb Inc's Schwab US Dividend Equity ETF position peaked at $1.25M in Q4 2018.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.