GSG Advisors
SCHD icon

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
Q3 		$16.3M Buy
500,074
+3,884
+0.8% +$131K 3.44% 5
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 +$9.8M 4.57% 5

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

GSG Advisors's SCHD Position: Q3 2026 in Review

GSG Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q3 2026, buying an estimated $131K and bringing the position to 500,074 shares worth $16.3M. The position accounts for 3.44% of the portfolio, ranked #5.

GSG Advisors first reported a position in SCHD in Q3 2023 and has held it in 13 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • GSG Advisors held 500,074 shares of Schwab US Dividend Equity ETF worth $16.3M as of Q3 2026.
  • GSG Advisors bought 3,884 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $131K.
  • Schwab US Dividend Equity ETF made up 3.44% of GSG Advisors's portfolio in Q3 2026, its #5 holding.
  • GSG Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on GSG Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.