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

Financial Planning Hawaii’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 		$933K Buy
29,419
+2,781
+10% +$88.2K 0.5% 47
2026
Q1 		$817K Buy
26,638
+833
+3% +$25.3K 0.48% 49
2025
Q4 		$708K Buy
+25,805
New +$702K 0.41% 63

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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 $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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Financial Planning Hawaii's SCHD Position: Q2 2026 in Review

Financial Planning Hawaii increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $88.2K and bringing the position to 29,419 shares worth $933K. The position accounts for 0.5% of the portfolio, ranked #47.

Financial Planning Hawaii first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Financial Planning Hawaii held 29,419 shares of Schwab US Dividend Equity ETF worth $933K as of Q2 2026.
  • Financial Planning Hawaii bought 2,781 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $88.2K.
  • Schwab US Dividend Equity ETF made up 0.5% of Financial Planning Hawaii's portfolio in Q2 2026, its #47 holding.
  • Financial Planning Hawaii first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.