DRP
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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Decker Retirement Planning's SCHD Position: Q2 2026 in Review

Decker Retirement Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $824K and bringing the position to 185,246 shares worth $5.87M. The position accounts for 2% of the portfolio, ranked #11.

Decker Retirement Planning first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 973 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Decker Retirement Planning held 185,246 shares of Schwab US Dividend Equity ETF worth $5.87M as of Q2 2026.
  • Decker Retirement Planning bought 25,969 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $824K.
  • Schwab US Dividend Equity ETF made up 2% of Decker Retirement Planning's portfolio in Q2 2026, its #11 holding.
  • Decker Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 973 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.