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

Gradient Investments’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	$1.96M	Buy	61,957 +7,545	+14%	+$239K	0.03%	267
2026 Q1	$1.67M	Buy	54,412 +1,730	+3%	+$52.5K	0.03%	269
2025 Q4	$1.45M	Buy	52,682 +186	+0.4%	+$5.06K	0.02%	230
2025 Q3	$1.43M	Buy	52,496 +4,712	+10%	+$129K	0.02%	218
2025 Q2	$1.27M	Buy	47,784 +1,786	+4%	+$46.6K	0.02%	221
2025 Q1	$1.29M	Sell	45,998 -843	-2%	-$23.5K	0.03%	185
2024 Q4	$1.28M	Buy	46,841 +356	+0.8%	+$10.1K	0.03%	181
2024 Q3	$1.31M	Sell	46,485 -8,577	-16%	-$234K	0.03%	174
2024 Q2	$1.43M	Buy	55,062 +2,295	+4%	+$59.7K	0.03%	176
2024 Q1	$1.42M	Sell	52,767 -5,520	-9%	-$143K	0.03%	177
2023 Q4	$1.48M	Buy	58,287 +51	+0.1%	+$1.22K	0.04%	178
2023 Q3	$1.37M	Sell	58,236 -7,599	-12%	-$186K	0.04%	167
2023 Q2	$1.59M	Buy	65,835 +2,757	+4%	+$65.9K	0.04%	162
2023 Q1	$1.54M	Buy	63,078 +3,342	+6%	+$83.6K	0.04%	161
2022 Q4	$1.5M	Sell	59,736 -1,572	-3%	-$38.8K	0.05%	171
2022 Q3	$1.36M	Buy	61,308 +81	+0.1%	+$1.97K	0.04%	168
2022 Q2	$1.46M	Sell	61,227 -654	-1%	-$16.6K	0.04%	168
2022 Q1	$1.63M	Buy	61,881 +16,263	+36%	+$426K	0.04%	164
2021 Q4	$1.23M	Buy	45,618 +16,692	+58%	+$434K	0.03%	168
2021 Q3	$716K	Buy	28,926 +3,912	+16%	+$99.4K	0.02%	187
2021 Q2	$630K	Buy	25,014 +3,927	+19%	+$99.2K	0.02%	189
2021 Q1	$513K	Buy	21,087 +3,234	+18%	+$73.6K	0.02%	215
2020 Q4	$329K	Hold	17,853	–	–	0.01%	225
2020 Q3	$329K	Buy	17,853 +1,851	+12%	+$34.1K	0.01%	225
2020 Q2	$276K	Sell	16,002 -345	-2%	-$5.83K	0.01%	221
2020 Q1	$245K	Buy	16,347 +1,176	+8%	+$21.1K	0.01%	224
2019 Q4	$293K	Buy	15,171 +960	+7%	+$18K	0.01%	234
2019 Q3	$260K	Buy	14,211 +627	+5%	+$11.2K	0.01%	246
2019 Q2	$240K	Buy	13,584 +5,529	+69%	+$97.2K	0.01%	253
2019 Q1	$140K	Buy	8,055 +5,115	+174%	+$86K	0.01%	264
2018 Q4	$46K	Sell	2,940 -1,812	-38%	-$30.2K	﹤0.01%	351
2018 Q3	$84K	Buy	4,752 +1,848	+64%	+$32K	﹤0.01%	298
2018 Q2	$48K	Hold	2,904	–	–	﹤0.01%	343
2018 Q1	$47K	Buy	2,904 +315	+12%	+$5.37K	﹤0.01%	348
2017 Q4	$44K	Buy	+2,589	New	+$42.5K	﹤0.01%	366
2017 Q3	–	Sell	-600	Closed	-$9K	–	617
2017 Q2	$9K	Sell	600 -900	-60%	-$13.5K	﹤0.01%	503
2017 Q1	$22K	Sell	1,500 -90	-6%	-$1.33K	﹤0.01%	391
2016 Q4	$23K	Buy	+1,590	New	+$22.6K	﹤0.01%	344

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 Investments's SCHD Position: Q2 2026 in Review

Gradient Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $239K and bringing the position to 61,957 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #267.

Gradient Investments first reported a position in SCHD in Q4 2016 and has held it in 38 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Gradient Investments held 61,957 shares of Schwab US Dividend Equity ETF worth $1.96M as of Q2 2026.
Gradient Investments bought 7,545 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $239K.
Schwab US Dividend Equity ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #267 holding.
Gradient Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 38 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.