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

Essential 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
2025
Q1 		– Sell
-210,058
Closed -$6.76M – 253
2024
Q4 		$6.76M Buy
+210,058
New +$5.97M 0.04% 97

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Essential Planning's SCHD Position: Q1 2025 in Review

Essential Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 210,058 shares — an estimated $6.76M sold.

Essential Planning first reported a position in SCHD in Q4 2024 and held it in 1 quarter. The position peaked at $6.76M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Essential Planning reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 210,058 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $6.76M.
  • Essential Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Schwab US Dividend Equity ETF position peaked at $6.76M in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.