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

Holistic 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	$560K	Buy	17,654 +7	+0%	+$222	0.09%	193
2026 Q1	$541K	Buy	17,647 +1,726	+11%	+$52.4K	0.11%	171
2025 Q4	$437K	Buy	15,921 +2,576	+19%	+$70K	0.09%	180
2025 Q3	$364K	Sell	13,345 -4,083	-23%	-$111K	0.1%	161
2025 Q2	$462K	Buy	17,428 +1,501	+9%	+$39.2K	0.13%	127
2025 Q1	$445K	Buy	15,927 +187	+1%	+$5.21K	0.15%	111
2024 Q4	$430K	Sell	15,740 -1,858	-11%	-$52.8K	0.16%	105
2024 Q3	$496K	Sell	17,598 -12,018	-41%	-$327K	0.21%	85
2024 Q2	$796K	Hold	29,616	–	–	0.61%	46
2024 Q1	$796K	Sell	29,616 -15,807	-35%	-$408K	0.61%	46
2023 Q4	$1.15M	Buy	+45,423	New	+$1.08M	0.97%	35

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

Holistic Planning's SCHD Position: Q2 2026 in Review

Holistic Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q2 2026, buying an estimated $222 and bringing the position to 17,654 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #193.

Holistic Planning first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2023. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Holistic Planning held 17,654 shares of Schwab US Dividend Equity ETF worth $560K as of Q2 2026.
Holistic Planning bought 7 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $222.
Schwab US Dividend Equity ETF made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #193 holding.
Holistic Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Schwab US Dividend Equity ETF position peaked at $1.15M in Q4 2023.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.