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

GSB 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	$120K	Sell	3,778 -23	-0.6%	-$730	0.02%	230
2026 Q1	$117K	Sell	3,801 -1,206	-24%	-$36.6K	0.03%	220
2025 Q4	$137K	Buy	5,007 +286	+6%	+$7.78K	0.03%	216
2025 Q3	$130K	Sell	4,721 -19,769	-81%	-$539K	0.03%	220
2025 Q2	$264K	Buy	24,490 +20,205	+472%	+$528K	0.06%	202
2025 Q1	$120K	Buy	+4,285	New	+$119K	0.03%	207
2024 Q4	–	Sell	-4,389	Closed	-$124K	–	231
2024 Q3	$124K	Sell	4,389 -11,928	-73%	-$325K	0.03%	215
2024 Q2	$423K	Buy	16,317 +111	+0.7%	+$2.89K	0.12%	151
2024 Q1	$436K	Buy	16,206 +357	+2%	+$9.22K	0.12%	151
2023 Q4	$402K	Buy	15,849 +303	+2%	+$7.22K	0.12%	147
2023 Q3	$367K	Buy	15,546 +291	+2%	+$7.14K	0.12%	145
2023 Q2	$369K	Sell	15,255 -7,950	-34%	-$190K	0.12%	152
2023 Q1	$584K	Buy	+23,205	New	+$580K	0.19%	134

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

GSB Wealth Management's SCHD Position: Q2 2026 in Review

GSB Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.61% in Q2 2026, selling an estimated $730 and leaving 3,778 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #230.

GSB Wealth Management first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $584K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GSB Wealth Management held 3,778 shares of Schwab US Dividend Equity ETF worth $120K as of Q2 2026.
GSB Wealth Management sold 23 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $730.
Schwab US Dividend Equity ETF made up 0.02% of GSB Wealth Management's portfolio in Q2 2026, its #230 holding.
GSB Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
GSB Wealth Management's Schwab US Dividend Equity ETF position peaked at $584K in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.