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

Comprehensive 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	$2.41M	Buy	75,886 +17,603	+30%	+$558K	1.28%	23
2026 Q1	$1.79M	Buy	58,283 +300	+0.5%	+$9.1K	1.24%	24
2025 Q4	$1.59M	Sell	57,983 -4,617	-7%	-$126K	1.05%	29
2025 Q3	$1.71M	Buy	62,600 +342	+0.5%	+$9.33K	1.17%	26
2025 Q2	$1.65M	Sell	62,258 -1,149	-2%	-$30K	1.3%	22
2025 Q1	$1.77M	Sell	63,407 -57	-0.1%	-$1.59K	1.72%	15
2024 Q4	$1.73M	Buy	+63,464	New	+$1.8M	1.46%	20

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

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

Comprehensive Financial Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, buying an estimated $558K and bringing the position to 75,886 shares worth $2.41M. The position accounts for 1.28% of the portfolio, ranked #23.

Comprehensive Financial Planning first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Comprehensive Financial Planning held 75,886 shares of Schwab US Dividend Equity ETF worth $2.41M as of Q2 2026.
Comprehensive Financial Planning bought 17,603 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $558K.
Schwab US Dividend Equity ETF made up 1.28% of Comprehensive Financial Planning's portfolio in Q2 2026, its #23 holding.
Comprehensive Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.