Granite Bay Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Granite Bay Wealth Management’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	$365K	Buy	+11,525	New	+$366K	0.03%	138
2026 Q1	–	Sell	-8,043	Closed	-$221K	–	104
2025 Q4	$221K	Buy	8,043 +8	+0.1%	+$218	0.05%	83
2025 Q3	$219K	Sell	8,035 -5,448	-40%	-$149K	0.06%	75
2025 Q2	$357K	Sell	13,483 -7,268	-35%	-$190K	0.11%	50
2025 Q1	$580K	Sell	20,751 -4,639	-18%	-$129K	0.2%	40
2024 Q4	$694K	Buy	+25,390	New	+$722K	0.26%	38
2024 Q3	–	Sell	-35,919	Closed	-$931K	–	67
2024 Q2	$931K	Sell	35,919 -10,023	-22%	-$261K	0.5%	30
2024 Q1	$1.24M	Buy	+45,942	New	+$1.19M	0.7%	32
2023 Q2	–	Sell	-43,398	Closed	-$1.06M	–	69
2023 Q1	$1.06M	Buy	43,398 +486	+1%	+$12.2K	0.74%	22
2022 Q4	$1.08M	Buy	42,912 +1,197	+3%	+$29.5K	0.71%	20
2022 Q3	$924K	Buy	41,715 +3,084	+8%	+$74.9K	0.74%	19
2022 Q2	$922K	Buy	38,631 +2,781	+8%	+$70.7K	0.72%	19
2022 Q1	$943K	Buy	35,850 +210	+0.6%	+$5.5K	0.76%	22
2021 Q4	$960K	Buy	+35,640	New	+$926K	0.95%	20

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

Granite Bay Wealth Management's SCHD Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 11,525 shares worth $365K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in SCHD as recently as Q4 2025.

Granite Bay Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2024. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Granite Bay Wealth Management held 11,525 shares of Schwab US Dividend Equity ETF worth $365K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Granite Bay Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Granite Bay Wealth Management's portfolio in Q2 2026, its #138 holding.
Granite Bay Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
Granite Bay Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.24M in Q1 2024.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.