GW&K Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GW&K Investment Management’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	–	Sell	-2,576	Closed	-$79K	–	1114
2026 Q1	$79K	Buy	+2,576	New	+$78.1K	﹤0.01%	489
2024 Q1	–	Sell	-4,875	Closed	-$124K	–	957
2023 Q4	$124K	Buy	+4,875	New	+$116K	﹤0.01%	363
2020 Q4	–	Sell	-1,125	Closed	-$21K	–	405
2020 Q3	$21K	Buy	+1,125	New	+$20.7K	﹤0.01%	346
2014 Q2	–	Sell	-25,044	Closed	-$308K	–	226
2014 Q1	$308K	Buy	+25,044	New	+$300K	0.01%	211

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

GW&K Investment Management's SCHD Position: Q2 2026 in Review

GW&K Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 2,576 shares — an estimated $79K sold.

GW&K Investment Management first reported a position in SCHD in Q1 2014 and held it in 4 quarters. The position peaked at $308K in Q1 2014. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

GW&K Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
GW&K Investment Management sold 2,576 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $79K.
GW&K Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2014 and held it in 4 quarters.
GW&K Investment Management's Schwab US Dividend Equity ETF position peaked at $308K in Q1 2014.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.