CFFP
SCHD icon

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

Center for 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 		$82.4K Hold
2,598
– – 0.01% 262
2026
Q1 		$79.7K Hold
2,598
– – 0.01% 257
2025
Q4 		$71.3K Hold
2,598
– – 0.01% 264
2025
Q3 		$70.9K Hold
2,598
– – 0.01% 269
2025
Q2 		$68.8K Hold
2,598
– – 0.01% 260
2025
Q1 		$72.6K Sell
2,598
-204
-7% -$5.69K 0.01% 242
2024
Q4 		$76.6K Hold
2,802
– – 0.01% 224
2024
Q3 		$79K Sell
2,802
-585
-17% -$15.9K 0.01% 202
2024
Q2 		$87.8K Hold
3,387
– – 0.01% 189
2024
Q1 		$91K Sell
3,387
-1,095
-24% -$28.3K 0.01% 191
2023
Q4 		$114K Buy
4,482
+9
+0.2% +$214 0.02% 165
2023
Q3 		$105K Buy
4,473
+12
+0.3% +$294 0.02% 164
2023
Q2 		$108K Buy
4,461
+2,145
+93% +$51.3K 0.02% 165
2023
Q1 		$56.5K Buy
2,316
+9
+0.4% +$225 0.01% 200
2022
Q4 		$58.1K Buy
2,307
+12
+0.5% +$296 0.01% 205
2022
Q3 		$51K Buy
2,295
+1,083
+89% +$26.3K 0.01% 209
2022
Q2 		$29K Hold
1,212
– – 0.01% 263
2022
Q1 		$32K Hold
1,212
– – 0.01% 264
2021
Q4 		$33K Hold
1,212
– – 0.01% 271
2021
Q3 		$30K Hold
1,212
– – 0.01% 271
2021
Q2 		$31K Hold
1,212
– – 0.01% 265
2021
Q1 		$29K Hold
1,212
– – 0.01% 266
2020
Q4 		$26K Hold
1,212
– – 0.01% 256
2020
Q3 		$22K Hold
1,212
– – 0.01% 250
2020
Q2 		$21K Hold
1,212
– – 0.01% 256
2020
Q1 		$18K Hold
1,212
– – 0.01% 266
2019
Q4 		$23K Buy
+1,212
New +$22.7K 0.01% 248

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Center for Financial Planning's SCHD Position: Q2 2026 in Review

Center for Financial Planning held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 2,598 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #262.

Center for Financial Planning first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $114K in Q4 2023. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Center for Financial Planning held 2,598 shares of Schwab US Dividend Equity ETF worth $82.4K as of Q2 2026.
  • Center for Financial Planning left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #262 holding.
  • Center for Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Schwab US Dividend Equity ETF position peaked at $114K in Q4 2023.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.