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 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	New	+$3.31M	0.61%	32
2024 Q3	–	Sell	-110,097	Closed	-$2.85M	–	884
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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Golden State Equity Partners's SCHD Position: Q1 2026 in Review

Golden State Equity Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 724% in Q1 2026, buying an estimated $11.9M and bringing the position to 447,956 shares worth $13.7M. The position accounts for 1.04% of the portfolio, ranked #11.

Golden State Equity Partners first reported a position in SCHD in Q3 2021 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Golden State Equity Partners held 447,956 shares of Schwab US Dividend Equity ETF worth $13.7M as of Q1 2026.
Golden State Equity Partners bought 393,571 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $11.9M.
Schwab US Dividend Equity ETF made up 1.04% of Golden State Equity Partners's portfolio in Q1 2026, its #11 holding.
Golden State Equity Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 13 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.