GB
SCHD icon

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 $49.2B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return