Game Plan Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Game Plan Financial Advisors’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	$4.92M	Buy	155,045 +585	+0.4%	+$18.6K	1.83%	16
2026 Q1	$4.74M	Sell	154,460 -1,385	-0.9%	-$42K	2.13%	13
2025 Q4	$4.27M	Sell	155,845 -168	-0.1%	-$4.57K	1.72%	18
2025 Q3	$4.26M	Sell	156,013 -1,977	-1%	-$53.9K	1.76%	23
2025 Q2	$4.19M	Buy	157,990 +2,544	+2%	+$66.4K	1.83%	21
2025 Q1	$4.35M	Buy	155,446 +6,287	+4%	+$175K	2.11%	16
2024 Q4	$4.06M	Buy	149,159 +218	+0.1%	+$6.2K	1.93%	17
2024 Q3	$4.2M	Buy	148,941 +1,752	+1%	+$47.7K	2.03%	17
2024 Q2	$3.82M	Buy	147,189 +8,655	+6%	+$225K	1.88%	17
2024 Q1	$3.72M	Buy	138,534 +318	+0.2%	+$8.21K	1.88%	18
2023 Q4	$3.51M	Buy	+138,216	New	+$3.29M	2.01%	14
2022 Q4	$3.24M	Buy	128,865 +693	+0.5%	+$17.1K	2.67%	10
2022 Q3	$2.84M	Sell	128,172 -7,200	-5%	-$175K	2.39%	13
2022 Q2	$3.22M	Sell	135,372 -1,686	-1%	-$42.9K	2.58%	12
2022 Q1	$3.6M	Buy	137,058 +5,985	+5%	+$157K	2.15%	15
2021 Q4	$3.53M	Buy	131,073 +3,810	+3%	+$99K	1.89%	17
2021 Q3	$3.15M	Sell	127,263 -399	-0.3%	-$10.1K	1.88%	17
2021 Q2	$3.22M	Sell	127,662 -747	-0.6%	-$18.9K	1.92%	16
2021 Q1	$3.13M	Buy	128,409 +3,492	+3%	+$79.4K	2.02%	13
2020 Q4	$2.67M	Buy	124,917 +2,472	+2%	+$50.1K	1.9%	15
2020 Q3	$2.26M	Buy	+122,445	New	+$2.25M	2.26%	18
2020 Q2	–	Sell	-96,186	Closed	-$1.43M	–	83
2020 Q1	$1.43M	Buy	96,186 +2,841	+3%	+$51K	1.68%	22
2019 Q4	$1.8M	Buy	+93,345	New	+$1.75M	1.69%	22

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

Game Plan Financial Advisors's SCHD Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.38% in Q2 2026, buying an estimated $18.6K and bringing the position to 155,045 shares worth $4.92M. The position accounts for 1.83% of the portfolio, ranked #16.

Game Plan Financial Advisors first reported a position in SCHD in Q4 2019 and has held it in 23 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Game Plan Financial Advisors held 155,045 shares of Schwab US Dividend Equity ETF worth $4.92M as of Q2 2026.
Game Plan Financial Advisors bought 585 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.6K.
Schwab US Dividend Equity ETF made up 1.83% of Game Plan Financial Advisors's portfolio in Q2 2026, its #16 holding.
Game Plan Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 23 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.