Grantvest Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grantvest Financial 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
2026 Q2	$1.45M	Buy	45,620 +3,439	+8%	+$109K	0.84%	22
2026 Q1	$1.29M	Sell	42,181 -2,643	-6%	-$80.2K	0.84%	23
2025 Q4	$1.23M	Sell	44,824 -7,473	-14%	-$203K	0.79%	27
2025 Q3	$1.43M	Sell	52,297 -2,705	-5%	-$73.8K	0.99%	20
2025 Q2	$1.46M	Sell	55,002 -3,724	-6%	-$97.3K	1.08%	17
2025 Q1	$1.64M	Sell	58,726 -6,163	-9%	-$172K	1.33%	13
2024 Q4	$1.77M	Buy	+64,889	New	+$1.84M	1.98%	9

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

Grantvest Financial Group's SCHD Position: Q2 2026 in Review

Grantvest Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.2% in Q2 2026, buying an estimated $109K and bringing the position to 45,620 shares worth $1.45M. The position accounts for 0.84% of the portfolio, ranked #22.

Grantvest Financial Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Grantvest Financial Group held 45,620 shares of Schwab US Dividend Equity ETF worth $1.45M as of Q2 2026.
Grantvest Financial Group bought 3,439 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $109K.
Schwab US Dividend Equity ETF made up 0.84% of Grantvest Financial Group's portfolio in Q2 2026, its #22 holding.
Grantvest Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's Schwab US Dividend Equity ETF position peaked at $1.77M in Q4 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.