Asset Planning Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Asset Planning Corporation’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 Q2	–	Sell	-183,904	Closed	-$5.14M	–	45
2025 Q1	$5.14M	Sell	183,904 -8,635	-4%	-$241K	3.03%	14
2024 Q4	$5.26M	Sell	192,539 -54,805	-22%	-$1.56M	3.29%	12
2024 Q3	$6.97M	Sell	247,344 -2,004	-0.8%	-$54.6K	4.55%	10
2024 Q2	$6.46M	Sell	249,348 -43,518	-15%	-$1.13M	4.84%	9
2024 Q1	$7.87M	Buy	292,866 +4,980	+2%	+$129K	5.75%	8
2023 Q4	$7.31M	Buy	287,886 +3,942	+1%	+$93.9K	5.64%	10
2023 Q3	$6.7M	Buy	283,944 +11,508	+4%	+$282K	5.15%	9
2023 Q2	$6.59M	Sell	272,436 -8,196	-3%	-$196K	5.01%	9
2023 Q1	$6.84M	Sell	280,632 -1,365	-0.5%	-$34.1K	5.5%	9
2022 Q4	$7.1M	Buy	281,997 +18,834	+7%	+$465K	5.91%	8
2022 Q3	$5.83M	Buy	263,163 +24,927	+10%	+$606K	5.45%	9
2022 Q2	$5.69M	Buy	238,236 +225,309	+1,743%	+$5.73M	4.94%	9
2022 Q1	$340K	Buy	+12,927	New	+$339K	0.3%	28

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Corporation's SCHD Position: Q2 2025 in Review

Asset Planning Corporation sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 183,904 shares — an estimated $5.14M sold.

Asset Planning Corporation first reported a position in SCHD in Q1 2022 and held it in 13 quarters. The position peaked at $7.87M in Q1 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Asset Planning Corporation reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Asset Planning Corporation sold 183,904 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $5.14M.
Asset Planning Corporation first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 13 quarters.
Asset Planning Corporation's Schwab US Dividend Equity ETF position peaked at $7.87M in Q1 2024.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Asset Planning Corporation's 13F filing for Q2 2025, filed 23 Jul 2025.