Gunma Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gunma Bank’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	$8.87M	Hold	325,000	–	–	2.78%	16
2025 Q2	$8.61M	Hold	325,000	–	–	2.81%	14
2025 Q1	$9.09M	Buy	325,000 +90,000	+38%	+$2.51M	2.93%	12
2024 Q4	$6.42M	Sell	235,000 -5,000	-2%	-$142K	2.12%	26
2024 Q3	$6.76M	Sell	240,000 -75,000	-24%	-$2.04M	2.78%	19
2024 Q2	$8.16M	Sell	315,000 -45,000	-13%	-$1.17M	6.81%	2
2024 Q1	$9.68M	Buy	+360,000	New	+$9.3M	5.1%	12
2023 Q4	–	Sell	-237,000	Closed	-$5.59M	–	24
2023 Q3	$5.59M	Buy	237,000 +15,000	+7%	+$368K	4.07%	11
2023 Q2	$5.37M	Sell	222,000 -90,000	-29%	-$2.15M	3.64%	13
2023 Q1	$7.61M	Buy	312,000 +147,000	+89%	+$3.68M	3.35%	6
2022 Q4	$4.16M	Sell	165,000 -45,000	-21%	-$1.11M	2.06%	22
2022 Q3	$4.65M	Hold	210,000	–	–	2.84%	9
2022 Q2	$5.01M	Buy	+210,000	New	+$5.34M	2.12%	17
2021 Q4	–	Sell	-121,500	Closed	-$3.01M	–	50
2021 Q3	$3.01M	Hold	121,500	–	–	1.67%	27
2021 Q2	$3.06M	Sell	121,500 -22,500	-16%	-$568K	2.02%	19
2021 Q1	$3.5M	Buy	144,000 +48,000	+50%	+$1.09M	2%	14
2020 Q4	$2.05M	Sell	96,000 -160,500	-63%	-$3.25M	1.87%	11
2020 Q3	$4.73M	Buy	+256,500	New	+$4.72M	3.75%	12

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

Gunma Bank's SCHD Position: Q3 2025 in Review

Gunma Bank held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2025 at 325,000 shares worth $8.87M. The position accounts for 2.78% of the portfolio, ranked #16.

Gunma Bank first reported a position in SCHD in Q3 2020 and has held it in 18 quarters since. The position peaked at $9.68M in Q1 2024. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Gunma Bank held 325,000 shares of Schwab US Dividend Equity ETF worth $8.87M as of Q3 2025.
Gunma Bank left its Schwab US Dividend Equity ETF share count unchanged in Q3 2025.
Schwab US Dividend Equity ETF made up 2.78% of Gunma Bank's portfolio in Q3 2025, its #16 holding.
Gunma Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 18 quarters since.
Gunma Bank's Schwab US Dividend Equity ETF position peaked at $9.68M in Q1 2024.
1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Gunma Bank's 13F filing for Q3 2025, filed 6 Nov 2025.