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GPS Wealth Strategies Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$3.83K Sell
140
-22,191
-99% -$603K ﹤0.01% 492
2025
Q3 		$610K Sell
22,331
-580
-3% -$15.8K 0.06% 167
2025
Q2 		$607K Sell
22,911
-1,912
-8% -$49.9K 0.07% 159
2025
Q1 		$694K Sell
24,823
-1,262
-5% -$35.2K 0.09% 137
2024
Q4 		$713K Buy
26,085
+609
+2% +$17.3K 0.09% 138
2024
Q3 		$718K Sell
25,476
-3,771
-13% -$103K 0.1% 142
2024
Q2 		$758K Buy
29,247
+2,964
+11% +$77.2K 0.11% 123
2024
Q1 		$706K Buy
26,283
+801
+3% +$20.7K 0.11% 125
2023
Q4 		$647K Sell
25,482
-7,638
-23% -$182K 0.12% 126
2023
Q3 		$781K Sell
33,120
-105
-0.3% -$2.58K 0.15% 113
2023
Q2 		$804K Buy
33,225
+3,786
+13% +$90.5K 0.15% 111
2023
Q1 		$718K Buy
+29,439
New +$736K 0.15% 113
2022
Q4 		– Sell
-16,779
Closed -$372K – 898
2022
Q3 		$372K Buy
16,779
+93
+0.6% +$2.26K 0.09% 146
2022
Q2 		$398K Buy
16,686
+4,131
+33% +$105K 0.1% 144
2022
Q1 		$330K Buy
12,555
+4,302
+52% +$113K 0.07% 153
2021
Q4 		$222K Sell
8,253
-867
-10% -$22.5K 0.05% 199
2021
Q3 		$226K Buy
9,120
+2,205
+32% +$56K 0.06% 190
2021
Q2 		$174K Buy
6,915
+3,915
+131% +$98.8K 0.04% 228
2021
Q1 		$72K Buy
+3,000
New +$68.2K 0.02% 332

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GPS Wealth Strategies Group's SCHD Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 99% in Q4 2025, selling an estimated $603K and leaving 140 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

GPS Wealth Strategies Group first reported a position in SCHD in Q1 2021 and has held it in 19 quarters since. The position peaked at $804K in Q2 2023. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • GPS Wealth Strategies Group held 140 shares of Schwab US Dividend Equity ETF worth $3.83K as of Q4 2025.
  • GPS Wealth Strategies Group sold 22,191 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $603K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #492 holding.
  • GPS Wealth Strategies Group first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Schwab US Dividend Equity ETF position peaked at $804K in Q2 2023.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.