Golden State Equity Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Golden State Equity Partners’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	$713K	Sell	22,477 -425,479	-95%	-$13.5M	1.92%	16
2026 Q1	$13.7M	Buy	447,956 +393,571	+724%	+$11.9M	1.04%	11
2025 Q4	$1.49M	Sell	54,385 -1,988	-4%	-$54.1K	0.24%	91
2025 Q3	$1.54M	Buy	56,373 +3,481	+7%	+$95K	0.26%	87
2025 Q2	$1.4M	Sell	52,892 -3,796	-7%	-$99.1K	0.26%	86
2025 Q1	$1.59M	Sell	56,688 -59,580	-51%	-$1.66M	0.31%	79
2024 Q4	$3.18M	Buy	116,268 +1,599	+1%	+$45.5K	0.61%	32
2024 Q3	$3.23M	Buy	114,669 +4,572	+4%	+$125K	0.5%	38
2024 Q2	$2.85M	Buy	+110,097	New	+$2.87M	0.59%	32
2023 Q4	$3.05M	Buy	120,363 +4,188	+4%	+$99.8K	0.74%	28
2023 Q3	$2.74M	Buy	116,175 +4,596	+4%	+$113K	0.76%	30
2023 Q2	$2.7M	Buy	111,579 +41,457	+59%	+$991K	0.76%	28
2023 Q1	$1.71M	Buy	+70,122	New	+$1.75M	0.93%	32
2022 Q1	$952K	Buy	+36,192	New	+$948K	0.48%	61
2021 Q4	–	Sell	-9,561	Closed	-$237K	–	240
2021 Q3	$237K	Buy	+9,561	New	+$243K	0.1%	201

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

Golden State Equity Partners's SCHD Position: Q2 2026 in Review

Golden State Equity Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 95% in Q2 2026, selling an estimated $13.5M and leaving 22,477 shares worth $713K. The position accounts for 1.92% of the portfolio, ranked #16.

Golden State Equity Partners first reported a position in SCHD in Q3 2021 and has held it in 15 quarters since. The position peaked at $13.7M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Golden State Equity Partners held 22,477 shares of Schwab US Dividend Equity ETF worth $713K as of Q2 2026.
Golden State Equity Partners sold 425,479 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.5M.
Schwab US Dividend Equity ETF made up 1.92% of Golden State Equity Partners's portfolio in Q2 2026, its #16 holding.
Golden State Equity Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 15 quarters since.
Golden State Equity Partners's Schwab US Dividend Equity ETF position peaked at $13.7M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.