Goldstone Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Goldstone Financial Group’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	$5.64M	Sell	177,799 -62,885	-26%	-$1.99M	0.52%	50
2026 Q1	$7.38M	Sell	240,684 -14,897	-6%	-$452K	0.8%	39
2025 Q4	$7.01M	Buy	255,581 +24,018	+10%	+$653K	0.78%	37
2025 Q3	$6.32M	Buy	231,563 +19,010	+9%	+$519K	0.75%	38
2025 Q2	$5.81M	Buy	212,553 +16,588	+8%	+$433K	0.77%	37
2025 Q1	$5.48M	Sell	195,965 -2,722	-1%	-$75.9K	0.83%	35
2024 Q4	$5.43M	Buy	198,687 +4,890	+3%	+$139K	0.85%	35
2024 Q3	$5.46M	Buy	193,797 +13,761	+8%	+$375K	0.95%	30
2024 Q2	$4.67M	Buy	180,036 +10,818	+6%	+$282K	0.94%	30
2024 Q1	$4.55M	Sell	169,218 -5,262	-3%	-$136K	1.04%	26
2023 Q4	$4.43M	Buy	174,480 +11,976	+7%	+$285K	1.14%	25
2023 Q3	$3.83M	Buy	162,504 +15,945	+11%	+$391K	1.14%	22
2023 Q2	$3.55M	Buy	146,559 +82,560	+129%	+$1.97M	1.04%	24
2023 Q1	$1.56M	Buy	+63,999	New	+$1.6M	0.51%	37

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

Goldstone Financial Group's SCHD Position: Q2 2026 in Review

Goldstone Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q2 2026, selling an estimated $1.99M and leaving 177,799 shares worth $5.64M. The position accounts for 0.52% of the portfolio, ranked #50.

Goldstone Financial Group first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.38M in Q1 2026. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Goldstone Financial Group held 177,799 shares of Schwab US Dividend Equity ETF worth $5.64M as of Q2 2026.
Goldstone Financial Group sold 62,885 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.99M.
Schwab US Dividend Equity ETF made up 0.52% of Goldstone Financial Group's portfolio in Q2 2026, its #50 holding.
Goldstone Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's Schwab US Dividend Equity ETF position peaked at $7.38M in Q1 2026.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.