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GPM Growth Investors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GPM Growth Investors’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
2025
Q4 		– Sell
-13,991
Closed -$382K – 44
2025
Q3 		$382K Buy
13,991
+1
+0% +$27 0.15% 40
2025
Q2 		$371K Sell
13,990
-1,398
-9% -$36.5K 0.15% 41
2025
Q1 		$430K Sell
15,388
-85,373
-85% -$2.38M 0.19% 40
2024
Q4 		$2.75M Buy
100,761
+801
+0.8% +$22.8K 1.16% 30
2024
Q3 		$2.82M Sell
99,960
-10,173
-9% -$277K 1.17% 32
2024
Q2 		$2.85M Buy
+110,133
New +$2.87M 1.21% 32
2023
Q4 		$3.15M Sell
124,149
-54,837
-31% -$1.31M 1.48% 30
2023
Q3 		$4.22M Sell
178,986
-312
-0.2% -$7.66K 2.21% 19
2023
Q2 		$4.34M Buy
179,298
+16,284
+10% +$389K 2.28% 19
2023
Q1 		$3.98M Buy
163,014
+6,468
+4% +$162K 2.3% 20
2022
Q4 		$3.94M Buy
156,546
+8,664
+6% +$214K 2.39% 17
2022
Q3 		$3.27M Sell
147,882
-3,012
-2% -$73.2K 2.18% 20
2022
Q2 		$3.6M Buy
150,894
+4,125
+3% +$105K 2.35% 18
2022
Q1 		$3.86M Buy
146,769
+28,848
+24% +$755K 2.12% 22
2021
Q4 		$3.18M Sell
117,921
-2,583
-2% -$67.1K 1.58% 28
2021
Q3 		$2.98M Buy
120,504
+3,423
+3% +$87K 1.57% 31
2021
Q2 		$2.95M Buy
117,081
+19,737
+20% +$498K 1.55% 30
2021
Q1 		$2.37M Buy
97,344
+42,417
+77% +$965K 1.35% 31
2020
Q4 		$1.17M Buy
54,927
+4,410
+9% +$89.4K 0.72% 33
2020
Q3 		$931K Sell
50,517
-11,025
-18% -$203K 0.63% 35
2020
Q2 		$1.06M Sell
61,542
-28,752
-32% -$486K 0.79% 30
2020
Q1 		$1.35M Sell
90,294
-16,803
-16% -$302K 1.18% 31
2019
Q4 		$2.07M Buy
+107,097
New +$2.01M 1.5% 29

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GPM Growth Investors's SCHD Position: Q4 2025 in Review

GPM Growth Investors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 13,991 shares — an estimated $382K sold.

GPM Growth Investors first reported a position in SCHD in Q4 2019 and held it in 23 quarters. The position peaked at $4.34M in Q2 2023. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • GPM Growth Investors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • GPM Growth Investors sold 13,991 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $382K.
  • GPM Growth Investors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 23 quarters.
  • GPM Growth Investors's Schwab US Dividend Equity ETF position peaked at $4.34M in Q2 2023.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on GPM Growth Investors's 13F filing for Q4 2025, filed 30 Jan 2026.