Superior Planning, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Superior Planning, LLC’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 Q3	$39.3K	Buy	+1,208	New	+$40.7K	0.02%	443

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Superior Planning, LLC's SCHD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 1,208 shares worth $39.3K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings.

1,789 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Superior Planning, LLC held 1,208 shares of Schwab US Dividend Equity ETF worth $39.3K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #443 holding.
1,789 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.