Consolidated Planning Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Consolidated Planning Corp’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	$2.3M	Sell	74,880 -1,522	-2%	-$46.2K	0.37%	52
2025 Q4	$2.1M	Sell	76,402 -2,371	-3%	-$64.5K	0.21%	100
2025 Q3	$2.15M	Sell	78,773 -5,098	-6%	-$139K	0.23%	97
2025 Q2	$2.22M	Sell	83,871 -1,621	-2%	-$42.3K	0.28%	83
2025 Q1	$2.39M	Buy	85,492 +1,092	+1%	+$30.4K	0.33%	78
2024 Q4	$2.31M	Sell	84,400 -1,604	-2%	-$45.6K	0.31%	72
2024 Q3	$2.42M	Sell	86,004 -9,030	-10%	-$246K	0.36%	71
2024 Q2	$2.46M	Sell	95,034 -3,987	-4%	-$104K	0.41%	72
2024 Q1	$2.66M	Sell	99,021 -14,082	-12%	-$364K	0.46%	66
2023 Q4	$2.87M	Sell	113,103 -47,970	-30%	-$1.14M	0.53%	55
2023 Q3	$3.8M	Sell	161,073 -198,624	-55%	-$4.87M	0.84%	39
2023 Q2	$8.71M	Buy	359,697 +349,611	+3,466%	+$8.35M	1.83%	10
2023 Q1	$246K	Hold	10,086	–	–	0.06%	106
2022 Q4	$254K	Sell	10,086 -114	-1%	-$2.81K	0.07%	105
2022 Q3	$226K	Sell	10,200 -297	-3%	-$7.22K	0.07%	103
2022 Q2	$251K	Buy	10,497 +420	+4%	+$10.7K	0.08%	103
2022 Q1	$265K	Hold	10,077	–	–	0.18%	44
2021 Q4	$272K	Hold	10,077	–	–	0.18%	50
2021 Q3	$249K	Buy	+10,077	New	+$256K	0.16%	49

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Consolidated Planning Corp's SCHD Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q1 2026, selling an estimated $46.2K and leaving 74,880 shares worth $2.3M. The position accounts for 0.37% of the portfolio, ranked #52.

Consolidated Planning Corp first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.71M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Consolidated Planning Corp held 74,880 shares of Schwab US Dividend Equity ETF worth $2.3M as of Q1 2026.
Consolidated Planning Corp sold 1,522 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $46.2K.
Schwab US Dividend Equity ETF made up 0.37% of Consolidated Planning Corp's portfolio in Q1 2026, its #52 holding.
Consolidated Planning Corp first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
Consolidated Planning Corp's Schwab US Dividend Equity ETF position peaked at $8.71M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.