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

Gries Financial’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 Q3	$1.14M	Buy	41,641 +1,978	+5%	+$54K	0.18%	125
2025 Q2	$1.05M	Sell	39,663 -1,029	-3%	-$26.9K	0.19%	119
2025 Q1	$1.14M	Hold	40,692	–	–	0.22%	110
2024 Q4	$1.11M	Sell	40,692 -1,527	-4%	-$43.4K	0.2%	116
2024 Q3	$1.19M	Buy	42,219 +918	+2%	+$25K	0.22%	108
2024 Q2	$1.07M	Sell	41,301 -933	-2%	-$24.3K	0.22%	106
2024 Q1	$1.14M	Buy	42,234 +933	+2%	+$24.1K	0.19%	118
2023 Q4	$1.05M	Buy	41,301 +609	+1%	+$14.5K	0.23%	92
2023 Q3	$960K	Sell	40,692 -609	-1%	-$14.9K	0.26%	87
2023 Q2	$1,000K	Hold	41,301	–	–	0.28%	83
2023 Q1	$1.01M	Hold	41,301	–	–	0.3%	83
2022 Q4	$1.04M	Buy	+41,301	New	+$1.02M	0.35%	76
2022 Q3	–	Sell	-41,301	Closed	-$986K	–	152
2022 Q2	$986K	Hold	41,301	–	–	0.47%	62
2022 Q1	$1.09M	Hold	41,301	–	–	0.4%	73
2021 Q4	$1.11M	Buy	41,301 +1,638	+4%	+$42.6K	0.45%	59
2021 Q3	$982K	Hold	39,663	–	–	0.31%	83
2021 Q2	$1M	Hold	39,663	–	–	0.32%	75
2021 Q1	$1.01M	Buy	+39,663	New	+$902K	0.32%	79

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gries Financial's SCHD Position: Q3 2025 in Review

Gries Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q3 2025, buying an estimated $54K and bringing the position to 41,641 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #125.

Gries Financial first reported a position in SCHD in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q3 2024. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Gries Financial held 41,641 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q3 2025.
Gries Financial bought 1,978 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $54K.
Schwab US Dividend Equity ETF made up 0.18% of Gries Financial's portfolio in Q3 2025, its #125 holding.
Gries Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 18 quarters since.
Gries Financial's Schwab US Dividend Equity ETF position peaked at $1.19M in Q3 2024.
1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.