BFC Planning, Inc.’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BFC Planning, Inc.’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	$8M	Buy	252,183 +23,889	+10%	+$758K	0.33%	58
2026 Q1	$7M	Buy	228,294 +8,969	+4%	+$272K	0.31%	58
2025 Q4	$6.02M	Buy	219,325 +18,164	+9%	+$494K	0.27%	76
2025 Q3	$5.49M	Sell	201,161 -109	-0.1%	-$2.97K	0.4%	42
2025 Q2	$5.33M	Sell	201,270 -3,813	-2%	-$100K	0.42%	44
2025 Q1	$5.73M	Buy	205,083 +10,380	+5%	+$289K	0.51%	37
2024 Q4	$5.32M	Buy	+194,703	New	+$5.54M	0.44%	43

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

BFC Planning, Inc.'s SCHD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $758K and bringing the position to 252,183 shares worth $8M. The position accounts for 0.33% of the portfolio, ranked #58.

BFC Planning, Inc. first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,156 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BFC Planning, Inc. held 252,183 shares of Schwab US Dividend Equity ETF worth $8M as of Q2 2026.
BFC Planning, Inc. bought 23,889 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $758K.
Schwab US Dividend Equity ETF made up 0.33% of BFC Planning, Inc.'s portfolio in Q2 2026, its #58 holding.
BFC Planning, Inc. first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,156 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.