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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GSG Advisors's SCHD Position: Q1 2026 in Review

GSG Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q1 2026, buying an estimated $441K and bringing the position to 491,519 shares worth $15.1M. The position accounts for 3.92% of the portfolio, ranked #5.

GSG Advisors first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

GSG Advisors held 491,519 shares of Schwab US Dividend Equity ETF worth $15.1M as of Q1 2026.
GSG Advisors bought 14,530 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $441K.
Schwab US Dividend Equity ETF made up 3.92% of GSG Advisors's portfolio in Q1 2026, its #5 holding.
GSG Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on GSG Advisors's 13F filing for Q1 2026, filed 13 May 2026.