GSG Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GSG Advisors’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	$15.7M	Buy	496,190 +4,671	+1%	+$148K	3.46%	6
2026 Q1	$15.1M	Buy	491,519 +14,530	+3%	+$441K	3.92%	5
2025 Q4	$13.1M	Sell	476,989 -5,311	-1%	-$144K	3.38%	5
2025 Q3	$13.3M	Sell	482,300 -2,707	-0.6%	-$73.9K	3.51%	5
2025 Q2	$12.9M	Buy	485,007 +9,682	+2%	+$253K	3.73%	5
2025 Q1	$12.3M	Buy	475,325 +9,734	+2%	+$271K	4.04%	5
2024 Q4	$12.7M	Buy	465,591 +8,409	+2%	+$239K	4.01%	5
2024 Q3	$12.9M	Buy	457,182 +14,760	+3%	+$402K	4.26%	5
2024 Q2	$11.4M	Buy	442,422 +11,772	+3%	+$306K	4.03%	5
2024 Q1	$11.4M	Buy	430,650 +3,153	+0.7%	+$81.5K	4.19%	5
2023 Q4	$10.9M	Buy	427,497 +30,084	+8%	+$717K	4.09%	5
2023 Q3	$9.37M	Buy	+397,413	New	+$9.75M	4.57%	5

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

GSG Advisors's SCHD Position: Q2 2026 in Review

GSG Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.95% in Q2 2026, buying an estimated $148K and bringing the position to 496,190 shares worth $15.7M. The position accounts for 3.46% of the portfolio, ranked #6.

GSG Advisors first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GSG Advisors held 496,190 shares of Schwab US Dividend Equity ETF worth $15.7M as of Q2 2026.
GSG Advisors bought 4,671 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $148K.
Schwab US Dividend Equity ETF made up 3.46% of GSG Advisors's portfolio in Q2 2026, its #6 holding.
GSG Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.