Avantax Planning Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $169M | Sell |
5,507,557
-4,598,666
| -46% | -$140M | 4.64% | 5 |
|
|
2025
Q4 | $277M | Buy |
10,106,223
+366,548
| +4% | +$9.97M | 7.75% | 3 |
|
|
2025
Q3 | $266M | Buy |
9,739,675
+280,277
| +3% | +$7.65M | 7.62% | 3 |
|
|
2025
Q2 | $251M | Sell |
9,459,398
-175,375
| -2% | -$4.58M | 7.95% | 3 |
|
|
2025
Q1 | $269M | Buy |
9,634,773
+253,790
| +3% | +$7.07M | 9.54% | 2 |
|
|
2024
Q4 | $256M | Buy |
9,380,983
+62,989
| +0.7% | +$1.79M | 9.24% | 3 |
|
|
2024
Q3 | $263M | Sell |
9,317,994
-1,402,872
| -13% | -$38.2M | 9.42% | 3 |
|
|
2024
Q2 | $278M | Sell |
10,720,866
-73,176
| -0.7% | -$1.9M | 8.93% | 3 |
|
|
2024
Q1 | $290M | Buy |
10,794,042
+96,855
| +0.9% | +$2.5M | 9.4% | 3 |
|
|
2023
Q4 | $271M | Sell |
10,697,187
-219,753
| -2% | -$5.24M | 10.34% | 3 |
|
|
2023
Q3 | $257M | Buy |
10,916,940
+50,469
| +0.5% | +$1.24M | 10.77% | 3 |
|
|
2023
Q2 | $263M | Buy |
10,866,471
+199,260
| +2% | +$4.76M | 10.46% | 3 |
|
|
2023
Q1 | $260M | Buy |
10,667,211
+154,965
| +1% | +$3.87M | 10.56% | 3 |
|
|
2022
Q4 | $265M | Buy |
10,512,246
+420,597
| +4% | +$10.4M | 10.5% | 3 |
|
|
2022
Q3 | $223M | Sell |
10,091,649
-595,134
| -6% | -$14.5M | 10.06% | 3 |
|
|
2022
Q2 | $255M | Buy |
10,686,783
+1,738,146
| +19% | +$44.2M | 10.9% | 3 |
|
|
2022
Q1 | $235M | Sell |
8,948,637
-19,194
| -0.2% | -$503K | 9.34% | 3 |
|
|
2021
Q4 | $242M | Buy |
8,967,831
+229,209
| +3% | +$5.95M | 9.94% | 3 |
|
|
2021
Q3 | $216M | Buy |
8,738,622
+247,284
| +3% | +$6.28M | 9.98% | 3 |
|
|
2021
Q2 | $214M | Buy |
8,491,338
+301,359
| +4% | +$7.61M | 10.04% | 3 |
|
|
2021
Q1 | $199M | Sell |
8,189,979
-2,630,766
| -24% | -$59.8M | 10.26% | 3 |
|
|
2020
Q4 | $231M | Sell |
10,820,745
-660,189
| -6% | -$13.4M | 11.9% | 3 |
|
|
2020
Q3 | $212M | Sell |
11,480,934
-212,796
| -2% | -$3.92M | 11.18% | 3 |
|
|
2020
Q2 | $202M | Buy |
11,693,730
+361,863
| +3% | +$6.11M | 11.39% | 3 |
|
|
2020
Q1 | $170M | Buy |
11,331,867
+303,057
| +3% | +$5.44M | 11.83% | 3 |
|
|
2019
Q4 | $213M | Buy |
11,028,810
+41,700
| +0.4% | +$781K | 12.53% | 3 |
|
|
2019
Q3 | $201M | Buy |
10,987,110
+183,627
| +2% | +$3.29M | 12.32% | 3 |
|
|
2019
Q2 | $193M | Buy |
10,803,483
+611,427
| +6% | +$10.8M | 12.47% | 3 |
|
|
2019
Q1 | $178M | Buy |
10,192,056
+3,411,264
| +50% | +$57.4M | 12.33% | 2 |
|
|
2018
Q4 | $106M | Buy |
6,780,792
+416,814
| +7% | +$6.95M | 8.01% | 3 |
|
|
2018
Q3 | $112M | Buy |
6,363,978
+129,237
| +2% | +$2.24M | 9% | 4 |
|
|
2018
Q2 | $102M | Buy |
6,234,741
+230,493
| +4% | +$3.79M | 9.15% | 4 |
|
|
2018
Q1 | $98.1M | Buy |
6,004,248
+213,447
| +4% | +$3.64M | 8.43% | 4 |
|
|
2017
Q4 | $98.8M | Sell |
5,790,801
-957,993
| -14% | -$15.7M | 9.04% | 4 |
|
|
2017
Q3 | $105M | Buy |
6,748,794
+132,393
| +2% | +$2.02M | 8.3% | 4 |
|
|
2017
Q2 | $99.5M | Sell |
6,616,401
-280,611
| -4% | -$4.21M | 8.38% | 4 |
|
|
2017
Q1 | $102M | Sell |
6,897,012
-1,533,180
| -18% | -$22.6M | 9.16% | 3 |
|
|
2016
Q4 | $122M | Buy |
+8,430,192
| New | +$120M | 13.06% | 3 |
|
Other funds holding SCHD
RIM
SLI
Avantax Planning Partners's SCHD Position: Q1 2026 in Review
Avantax Planning Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 46% in Q1 2026, selling an estimated $140M and leaving 5,507,557 shares worth $169M. The position accounts for 4.64% of the portfolio, ranked #5.
Avantax Planning Partners first reported a position in SCHD in Q4 2016 and has held it in 38 quarters since. The position peaked at $290M in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Avantax Planning Partners held 5,507,557 shares of Schwab US Dividend Equity ETF worth $169M as of Q1 2026.
- Avantax Planning Partners sold 4,598,666 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $140M.
- Schwab US Dividend Equity ETF made up 4.64% of Avantax Planning Partners's portfolio in Q1 2026, its #5 holding.
- Avantax Planning Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's Schwab US Dividend Equity ETF position peaked at $290M in Q1 2024.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.