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Estate Planners Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Estate Planners Group’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 		$214K Buy
+6,737
New +$214K 0.1% 63
2026
Q1 		– Sell
-1,620
Closed -$44.4K – 350
2025
Q4 		$44.4K Buy
+1,620
New +$44K 0.02% 147

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Estate Planners Group's SCHD Position: Q2 2026 in Review

Estate Planners Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,737 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in SCHD as recently as Q4 2025.

Estate Planners Group first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Estate Planners Group held 6,737 shares of Schwab US Dividend Equity ETF worth $214K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Estate Planners Group position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.1% of Estate Planners Group's portfolio in Q2 2026, its #63 holding.
  • Estate Planners Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.