Creative Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135M | Buy |
4,398,038
+106,479
| +2% | +$3.23M | 0.09% | 103 |
|
|
2025
Q4 | $118M | Sell |
4,291,559
-110,336
| -3% | -$3M | 0.08% | 101 |
|
|
2025
Q3 | $120M | Buy |
4,401,895
+25,167
| +0.6% | +$687K | 0.09% | 95 |
|
|
2025
Q2 | $116M | Sell |
4,376,728
-107,254
| -2% | -$2.8M | 0.1% | 92 |
|
|
2025
Q1 | $125M | Buy |
4,483,982
+150,011
| +3% | +$4.18M | 0.12% | 80 |
|
|
2024
Q4 | $118M | Buy |
4,333,971
+310,077
| +8% | +$8.81M | 0.12% | 82 |
|
|
2024
Q3 | $113M | Buy |
4,023,894
+73,473
| +2% | +$2M | 0.11% | 83 |
|
|
2024
Q2 | $102M | Buy |
3,950,421
+51,294
| +1% | +$1.34M | 0.11% | 87 |
|
|
2024
Q1 | $105M | Buy |
3,899,127
+129,789
| +3% | +$3.35M | 0.12% | 80 |
|
|
2023
Q4 | $95.7M | Sell |
3,769,338
-283,689
| -7% | -$6.76M | 0.18% | 76 |
|
|
2023
Q3 | $95.6M | Buy |
4,053,027
+282,378
| +7% | +$6.93M | 0.13% | 78 |
|
|
2023
Q2 | $91.3M | Sell |
3,770,649
-841,488
| -18% | -$20.1M | 0.12% | 79 |
|
|
2023
Q1 | $112M | Buy |
4,612,137
+241,941
| +6% | +$6.05M | 0.16% | 71 |
|
|
2022
Q4 | $110M | Buy |
4,370,196
+1,002,231
| +30% | +$24.7M | 0.17% | 68 |
|
|
2022
Q3 | $74.6M | Buy |
3,367,965
+433,545
| +15% | +$10.5M | 0.13% | 73 |
|
|
2022
Q2 | $70.1M | Buy |
2,934,420
+1,947,564
| +197% | +$49.5M | 0.12% | 82 |
|
|
2022
Q1 | $26M | Buy |
986,856
+321,348
| +48% | +$8.41M | 0.04% | 169 |
|
|
2021
Q4 | $17.9M | Sell |
665,508
-132,678
| -17% | -$3.45M | 0.03% | 202 |
|
|
2021
Q3 | $19.8M | Buy |
798,186
+180,408
| +29% | +$4.59M | 0.04% | 177 |
|
|
2021
Q2 | $15.6M | Buy |
617,778
+48,894
| +9% | +$1.23M | 0.03% | 201 |
|
|
2021
Q1 | $13.8M | Sell |
568,884
-20,580
| -3% | -$468K | 0.03% | 226 |
|
|
2020
Q4 | $12.6M | Buy |
589,464
+96,711
| +20% | +$1.96M | 0.03% | 222 |
|
|
2020
Q3 | $9.08M | Buy |
492,753
+264,798
| +116% | +$4.87M | 0.02% | 225 |
|
|
2020
Q2 | $3.93M | Buy |
227,955
+10,239
| +5% | +$173K | 0.01% | 326 |
|
|
2020
Q1 | $3.26M | Buy |
217,716
+70,848
| +48% | +$1.27M | 0.01% | 312 |
|
|
2019
Q4 | $2.84M | Buy |
146,868
+50,007
| +52% | +$937K | 0.01% | 413 |
|
|
2019
Q3 | $1.77M | Sell |
96,861
-6,165
| -6% | -$110K | 0.01% | 532 |
|
|
2019
Q2 | $1.82M | Buy |
103,026
+12,039
| +13% | +$212K | 0.01% | 530 |
|
|
2019
Q1 | $1.59M | Sell |
90,987
-9,294
| -9% | -$156K | 0.01% | 550 |
|
|
2018
Q4 | $1.57M | Sell |
100,281
-46,716
| -32% | -$779K | 0.01% | 489 |
|
|
2018
Q3 | $2.6M | Buy |
146,997
+68,616
| +88% | +$1.19M | 0.01% | 414 |
|
|
2018
Q2 | $1.29M | Sell |
78,381
-4,716
| -6% | -$77.6K | 0.01% | 615 |
|
|
2018
Q1 | $1.36M | Buy |
83,097
+23,967
| +41% | +$409K | 0.01% | 584 |
|
|
2017
Q4 | $1.01M | Sell |
59,130
-36,738
| -38% | -$604K | ﹤0.01% | 727 |
|
|
2017
Q3 | $1.5M | Buy |
95,868
+30,354
| +46% | +$464K | 0.01% | 551 |
|
|
2017
Q2 | $985K | Sell |
65,514
-61,593
| -48% | -$924K | 0.01% | 702 |
|
|
2017
Q1 | $1.89M | Buy |
127,107
+23,868
| +23% | +$352K | 0.01% | 440 |
|
|
2016
Q4 | $1.5M | Buy |
103,239
+32,439
| +46% | +$461K | 0.01% | 489 |
|
|
2016
Q3 | $999K | Buy |
70,800
+62,007
| +705% | +$876K | 0.01% | 591 |
|
|
2016
Q2 | $121K | Buy |
8,793
+492
| +6% | +$6.63K | ﹤0.01% | 1551 |
|
|
2016
Q1 | $111K | Buy |
8,301
+705
| +9% | +$8.94K | ﹤0.01% | 1557 |
|
|
2015
Q4 | $98K | Buy |
7,596
+378
| +5% | +$4.87K | ﹤0.01% | 1643 |
|
|
2015
Q3 | $87K | Buy |
+7,218
| New | +$90.2K | ﹤0.01% | 1668 |
|
|
2015
Q2 | – | Sell |
-4,593
| Closed | -$60K | – | 2658 |
|
|
2015
Q1 | $60K | Sell |
4,593
-636
| -12% | -$8.45K | ﹤0.01% | 1897 |
|
|
2014
Q4 | $69K | Buy |
5,229
+3,411
| +188% | +$44.6K | ﹤0.01% | 1781 |
|
|
2014
Q3 | $23K | Hold |
1,818
| – | – | ﹤0.01% | 2457 |
|
|
2014
Q2 | $23K | Hold |
1,818
| – | – | ﹤0.01% | 2406 |
|
|
2014
Q1 | $22K | Sell |
1,818
-1,902
| -51% | -$22.8K | ﹤0.01% | 2308 |
|
|
2013
Q4 | $45K | Buy |
3,720
+594
| +19% | +$7.01K | ﹤0.01% | 1675 |
|
|
2013
Q3 | $35K | Sell |
3,126
-1,800
| -37% | -$20.3K | ﹤0.01% | 1742 |
|
|
2013
Q2 | $54K | Buy |
+4,926
| New | +$54K | ﹤0.01% | 1343 |
|
Other funds holding SCHD
RIM
SLI
Creative Planning's SCHD Position: Q1 2026 in Review
Creative Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q1 2026, buying an estimated $3.23M and bringing the position to 4,398,038 shares worth $135M. The position accounts for 0.09% of the portfolio, ranked #103.
Creative Planning first reported a position in SCHD in Q2 2013 and has held it in 51 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Creative Planning held 4,398,038 shares of Schwab US Dividend Equity ETF worth $135M as of Q1 2026.
- Creative Planning bought 106,479 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $3.23M.
- Schwab US Dividend Equity ETF made up 0.09% of Creative Planning's portfolio in Q1 2026, its #103 holding.
- Creative Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 51 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.