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

Falcon Wealth 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	$255K	Buy	8,035 +462	+6%	+$14.7K	0.02%	214
2026 Q1	$232K	Buy	+7,573	New	+$230K	0.02%	212

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Falcon Wealth Planning's SCHD Position: Q2 2026 in Review

Falcon Wealth Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 8,035 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #214.

Falcon Wealth Planning first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Falcon Wealth Planning held 8,035 shares of Schwab US Dividend Equity ETF worth $255K as of Q2 2026.
Falcon Wealth Planning bought 462 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.7K.
Schwab US Dividend Equity ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #214 holding.
Falcon Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.