Beacon Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beacon Financial Planning’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	$9.52M	Buy	300,191 +20,493	+7%	+$650K	3.23%	9
2026 Q1	$8.58M	Buy	279,698 +66,223	+31%	+$2.01M	3.32%	8
2025 Q4	$5.86M	Buy	213,475 +5,441	+3%	+$148K	2.82%	10
2025 Q3	$5.68M	Buy	208,034 +644	+0.3%	+$17.6K	2.94%	9
2025 Q2	$5.5M	Sell	207,390 -8,150	-4%	-$213K	3.07%	9
2025 Q1	$6.03M	Buy	215,540 +33,910	+19%	+$945K	3.46%	8
2024 Q4	$4.96M	Buy	181,630 +18,319	+11%	+$521K	2.89%	9
2024 Q3	$4.6M	Buy	163,311 +40,941	+33%	+$1.12M	2.84%	8
2024 Q2	$3.17M	Buy	122,370 +21,534	+21%	+$561K	2.15%	10
2024 Q1	$2.71M	Buy	100,836 +77,043	+324%	+$1.99M	1.89%	10
2023 Q4	$604K	Buy	23,793 +8,625	+57%	+$206K	0.47%	18
2023 Q3	$358K	Buy	15,168 +5,895	+64%	+$145K	0.31%	23
2023 Q2	$224K	Buy	+9,273	New	+$222K	0.19%	26

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beacon Financial Planning's SCHD Position: Q2 2026 in Review

Beacon Financial Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.3% in Q2 2026, buying an estimated $650K and bringing the position to 300,191 shares worth $9.52M. The position accounts for 3.23% of the portfolio, ranked #9.

Beacon Financial Planning first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Beacon Financial Planning held 300,191 shares of Schwab US Dividend Equity ETF worth $9.52M as of Q2 2026.
Beacon Financial Planning bought 20,493 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $650K.
Schwab US Dividend Equity ETF made up 3.23% of Beacon Financial Planning's portfolio in Q2 2026, its #9 holding.
Beacon Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.