Decker Retirement Planning
SCHD icon

Decker Retirement Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Decker 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
Q3 		$5.52M Sell
169,542
-15,704
-8% -$529K 1.83% 24
2026
Q2 		$5.87M Buy
185,246
+25,969
+16% +$824K 2% 11
2026
Q1 		$4.89M Buy
159,277
+9,685
+6% +$294K 2.21% 11
2025
Q4 		$4.1M Buy
149,592
+12,894
+9% +$351K 2.04% 13
2025
Q3 		$3.73M Sell
136,698
-8,107
-6% -$221K 2.05% 13
2025
Q2 		$3.84M Buy
144,805
+143,586
+11,779% +$3.75M 2.22% 11
2025
Q1 		$34.1K Sell
1,219
-1,996
-62% -$55.6K 0.02% 69
2024
Q4 		$87.8K Buy
+3,215
New +$91.4K 0.05% 89

Other funds holding SCHD

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Decker Retirement Planning's SCHD Position: Q3 2026 in Review

Decker Retirement Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q3 2026, selling an estimated $529K and leaving 169,542 shares worth $5.52M. The position accounts for 1.83% of the portfolio, ranked #24.

Decker Retirement Planning first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.87M in Q2 2026. 985 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Decker Retirement Planning held 169,542 shares of Schwab US Dividend Equity ETF worth $5.52M as of Q3 2026.
  • Decker Retirement Planning sold 15,704 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $529K.
  • Schwab US Dividend Equity ETF made up 1.83% of Decker Retirement Planning's portfolio in Q3 2026, its #24 holding.
  • Decker Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • Decker Retirement Planning's Schwab US Dividend Equity ETF position peaked at $5.87M in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.