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

Cassady Wealth & Retirement 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	$748K	Sell	23,585 -858	-4%	-$27.2K	0.35%	54
2026 Q1	$784K	Sell	24,443 -1,521	-6%	-$46.1K	0.41%	53
2025 Q4	$712K	Buy	+25,964	New	+$706K	0.46%	58

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

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

Cassady Wealth & Retirement Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2026, selling an estimated $27.2K and leaving 23,585 shares worth $748K. The position accounts for 0.35% of the portfolio, ranked #54.

Cassady Wealth & Retirement Planning first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $784K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cassady Wealth & Retirement Planning held 23,585 shares of Schwab US Dividend Equity ETF worth $748K as of Q2 2026.
Cassady Wealth & Retirement Planning sold 858 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $27.2K.
Schwab US Dividend Equity ETF made up 0.35% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #54 holding.
Cassady Wealth & Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Cassady Wealth & Retirement Planning's Schwab US Dividend Equity ETF position peaked at $784K in Q1 2026.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.