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Blom & Howell Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blom & Howell 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
Q1 		– Sell
-11,343
Closed -$311K – 63
2025
Q4 		$311K Buy
+11,343
New +$308K 0.31% 45

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blom & Howell Financial Planning's SCHD Position: Q1 2026 in Review

Blom & Howell Financial Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 11,343 shares — an estimated $311K sold.

Blom & Howell Financial Planning first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $311K in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Blom & Howell Financial Planning reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Blom & Howell Financial Planning sold 11,343 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $311K.
  • Blom & Howell Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Blom & Howell Financial Planning's Schwab US Dividend Equity ETF position peaked at $311K in Q4 2025.
  • 2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q1 2026, filed 10 Jul 2026.