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Peapack-Gladstone Financial Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peapack-Gladstone Financial Corp’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 		$9.27M Buy
292,407
+38,120
+15% +$1.21M 0.11% 180
2026
Q1 		$7.8M Buy
254,287
+34,336
+16% +$1.04M 0.1% 183
2025
Q4 		$6.03M Buy
219,951
+102,720
+88% +$2.79M 0.08% 213
2025
Q3 		$3.2M Buy
117,231
+14,553
+14% +$397K 0.04% 286
2025
Q2 		$2.72M Buy
102,678
+16,464
+19% +$430K 0.04% 297
2025
Q1 		$2.41M Buy
86,214
+2,261
+3% +$63K 0.04% 306
2024
Q4 		$2.29M Buy
83,953
+6,031
+8% +$171K 0.03% 307
2024
Q3 		$2.19M Buy
77,922
+12,045
+18% +$328K 0.03% 323
2024
Q2 		$1.71M Sell
65,877
-10,281
-13% -$268K 0.03% 341
2024
Q1 		$2.05M Buy
76,158
+3,483
+5% +$90K 0.03% 319
2023
Q4 		$1.84M Buy
72,675
+3,084
+4% +$73.5K 0.03% 327
2023
Q3 		$1.64M Buy
69,591
+5,976
+9% +$147K 0.03% 328
2023
Q2 		$1.54M Sell
63,615
-47,889
-43% -$1.14M 0.03% 329
2023
Q1 		$2.72M Sell
111,504
-10,293
-8% -$257K 0.05% 269
2022
Q4 		$3.07M Buy
121,797
+4,353
+4% +$107K 0.06% 257
2022
Q3 		$2.6M Sell
117,444
-15,651
-12% -$380K 0.05% 268
2022
Q2 		$3.18M Buy
133,095
+69,249
+108% +$1.76M 0.07% 227
2022
Q1 		$1.68M Buy
63,846
+14,136
+28% +$370K 0.03% 310
2021
Q4 		$1.34M Buy
49,710
+2,415
+5% +$62.7K 0.03% 342
2021
Q3 		$1.17M Buy
47,295
+3,219
+7% +$81.8K 0.02% 348
2021
Q2 		$1.11M Buy
44,076
+1,548
+4% +$39.1K 0.03% 324
2021
Q1 		$1.03M Buy
+42,528
New +$967K 0.03% 317

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Peapack-Gladstone Financial Corp's SCHD Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $1.21M and bringing the position to 292,407 shares worth $9.27M. The position accounts for 0.11% of the portfolio, ranked #180.

Peapack-Gladstone Financial Corp first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 292,407 shares of Schwab US Dividend Equity ETF worth $9.27M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 38,120 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.21M.
  • Schwab US Dividend Equity ETF made up 0.11% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #180 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.