Gradient Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gradient Capital Advisors’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	$4.69M	Sell	147,747 -1,256	-0.8%	-$39.8K	1.09%	30
2026 Q1	$4.57M	Buy	149,003 +5,343	+4%	+$162K	1.19%	27
2025 Q4	$3.94M	Sell	143,660 -952	-0.7%	-$25.9K	1.02%	33
2025 Q3	$3.95M	Buy	144,612 +2,506	+2%	+$68.4K	1.06%	33
2025 Q2	$3.77M	Buy	142,106 +6,152	+5%	+$161K	1.11%	31
2025 Q1	$3.8M	Buy	135,954 +5,807	+4%	+$162K	1.24%	26
2024 Q4	$3.56M	Buy	130,147 +247	+0.2%	+$7.02K	1.15%	29
2024 Q3	$3.66M	Buy	129,900 +4,611	+4%	+$126K	1.21%	26
2024 Q2	$3.25M	Buy	125,289 +6,633	+6%	+$173K	1.16%	27
2024 Q1	$3.19M	Buy	118,656 +11,505	+11%	+$297K	1.17%	27
2023 Q4	$2.72M	Buy	107,151 +16,515	+18%	+$394K	1.04%	27
2023 Q3	$2.14M	Buy	90,636 +2,832	+3%	+$69.5K	0.89%	29
2023 Q2	$2.13M	Buy	87,804 +10,092	+13%	+$241K	0.85%	30
2023 Q1	$1.9M	Buy	77,712 +2,955	+4%	+$73.9K	0.81%	30
2022 Q4	$1.88M	Buy	74,757 +14,484	+24%	+$358K	0.86%	28
2022 Q3	$1.33M	Buy	60,273 +10,200	+20%	+$248K	0.64%	35
2022 Q2	$1.2M	Buy	50,073 +702	+1%	+$17.9K	0.57%	44
2022 Q1	$1.3M	Buy	49,371 +3,417	+7%	+$89.5K	0.55%	46
2021 Q4	$1.24M	Buy	45,954 +1,356	+3%	+$35.2K	0.52%	47
2021 Q3	$1.1M	Buy	44,598 +981	+2%	+$24.9K	0.51%	48
2021 Q2	$1.1M	Buy	43,617 +13,593	+45%	+$343K	0.52%	43
2021 Q1	$730K	Buy	30,024 +1,971	+7%	+$44.8K	0.39%	56
2020 Q4	$600K	Buy	28,053 +2,658	+10%	+$53.9K	0.34%	60
2020 Q3	$468K	Buy	25,395 +1,710	+7%	+$31.5K	0.29%	66
2020 Q2	$409K	Sell	23,685 -159	-0.7%	-$2.69K	0.28%	68
2020 Q1	$357K	Sell	23,844 -2,415	-9%	-$43.4K	0.29%	68
2019 Q4	$507K	Sell	26,259 -762	-3%	-$14.3K	0.35%	60
2019 Q3	$493K	Sell	27,021 -1,089	-4%	-$19.5K	0.37%	59
2019 Q2	$497K	Sell	28,110 -4,191	-13%	-$73.7K	0.38%	55
2019 Q1	$563K	Sell	32,301 -954	-3%	-$16K	0.45%	49
2018 Q4	$521K	Buy	33,255 +18	+0.1%	+$300	0.45%	47
2018 Q3	$587K	Buy	33,237 +222	+0.7%	+$3.84K	0.5%	44
2018 Q2	$542K	Sell	33,015 -813	-2%	-$13.4K	0.5%	41
2018 Q1	$553K	Buy	33,828 +189	+0.6%	+$3.22K	0.55%	37
2017 Q4	$574K	Buy	+33,639	New	+$553K	0.59%	36

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

Gradient Capital Advisors's SCHD Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.84% in Q2 2026, selling an estimated $39.8K and leaving 147,747 shares worth $4.69M. The position accounts for 1.09% of the portfolio, ranked #30.

Gradient Capital Advisors first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gradient Capital Advisors held 147,747 shares of Schwab US Dividend Equity ETF worth $4.69M as of Q2 2026.
Gradient Capital Advisors sold 1,256 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $39.8K.
Schwab US Dividend Equity ETF made up 1.09% of Gradient Capital Advisors's portfolio in Q2 2026, its #30 holding.
Gradient Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.