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

Golden State Wealth Management’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	$839K	Buy	26,461 +4,300	+19%	+$136K	0.08%	208
2026 Q1	$680K	Buy	22,161 +1,534	+7%	+$46.5K	0.07%	211
2025 Q4	$566K	Sell	20,627 -2,393	-10%	-$65.1K	0.06%	230
2025 Q3	$628K	Buy	23,020 +6,072	+36%	+$166K	0.07%	212
2025 Q2	$449K	Sell	16,948 -327	-2%	-$8.54K	0.05%	251
2025 Q1	$483K	Buy	17,275 +1,586	+10%	+$44.2K	0.07%	208
2024 Q4	$429K	Buy	+15,689	New	+$446K	0.06%	215
2022 Q1	$244K	Buy	9,294 +27	+0.3%	+$707	0.05%	266
2021 Q4	$250K	Buy	+9,267	New	+$241K	0.04%	319
2019 Q2	–	Sell	-735	Closed	-$13K	–	1146
2019 Q1	$13K	Buy	+735	New	+$12.4K	﹤0.01%	723

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 Wealth Management's SCHD Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $136K and bringing the position to 26,461 shares worth $839K. The position accounts for 0.08% of the portfolio, ranked #208.

Golden State Wealth Management first reported a position in SCHD in Q1 2019 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Golden State Wealth Management held 26,461 shares of Schwab US Dividend Equity ETF worth $839K as of Q2 2026.
Golden State Wealth Management bought 4,300 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $136K.
Schwab US Dividend Equity ETF made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #208 holding.
Golden State Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.