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Golden Reserve Retirement’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Golden Reserve Retirement’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 		$74.2M Buy
2,339,310
+51,656
+2% +$1.64M 11.68% 4
2026
Q1 		$70.2M Sell
2,287,654
-111,896
-5% -$3.39M 14.48% 3
2025
Q4 		$65.8M Buy
2,399,550
+436,270
+22% +$11.9M 12.15% 4
2025
Q3 		$53.6M Buy
1,963,280
+293,817
+18% +$8.02M 13.91% 4
2025
Q2 		$44.2M Buy
1,669,463
+161,335
+11% +$4.21M 14.19% 4
2025
Q1 		$42.2M Buy
+1,508,128
New +$42M 16.77% 3

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Golden Reserve Retirement's SCHD Position: Q2 2026 in Review

Golden Reserve Retirement increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, buying an estimated $1.64M and bringing the position to 2,339,310 shares worth $74.2M. The position accounts for 11.68% of the portfolio, ranked #4.

Golden Reserve Retirement first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Golden Reserve Retirement held 2,339,310 shares of Schwab US Dividend Equity ETF worth $74.2M as of Q2 2026.
  • Golden Reserve Retirement bought 51,656 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.64M.
  • Schwab US Dividend Equity ETF made up 11.68% of Golden Reserve Retirement's portfolio in Q2 2026, its #4 holding.
  • Golden Reserve Retirement first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.