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Axim Planning & Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Axim Planning & Wealth’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 		$651K Buy
20,534
+6,155
+43% +$195K 0.91% 22
2026
Q1 		$441K Buy
+14,379
New +$436K 0.54% 36

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

Axim Planning & Wealth's SCHD Position: Q2 2026 in Review

Axim Planning & Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $195K and bringing the position to 20,534 shares worth $651K. The position accounts for 0.91% of the portfolio, ranked #22.

Axim Planning & Wealth first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Axim Planning & Wealth held 20,534 shares of Schwab US Dividend Equity ETF worth $651K as of Q2 2026.
  • Axim Planning & Wealth bought 6,155 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $195K.
  • Schwab US Dividend Equity ETF made up 0.91% of Axim Planning & Wealth's portfolio in Q2 2026, its #22 holding.
  • Axim Planning & Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.