Financial Life Planners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Life Planners’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	$97.7K	Buy	3,082 +24	+0.8%	+$761	0.06%	87
2026 Q1	$93.8K	Buy	+3,058	New	+$92.8K	0.07%	84
2025 Q4	–	Sell	-3,002	Closed	-$82K	–	276
2025 Q3	$82K	Buy	+3,002	New	+$81.9K	0.06%	100
2025 Q1	–	Sell	-2,918	Closed	-$79.7K	–	316
2024 Q4	$79.7K	Buy	+2,918	New	+$83K	0.07%	95

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Financial Life Planners's SCHD Position: Q2 2026 in Review

Financial Life Planners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q2 2026, buying an estimated $761 and bringing the position to 3,082 shares worth $97.7K. The position accounts for 0.06% of the portfolio, ranked #87.

Financial Life Planners first reported a position in SCHD in Q4 2024 and has held it in 4 quarters since. 1,102 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Life Planners held 3,082 shares of Schwab US Dividend Equity ETF worth $97.7K as of Q2 2026.
Financial Life Planners bought 24 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $761.
Schwab US Dividend Equity ETF made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #87 holding.
Financial Life Planners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
1,102 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.