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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Holistic Planning's SCHD Position: Q1 2026 in Review

Holistic Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $52.4K and bringing the position to 17,647 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #171.

Holistic Planning first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Holistic Planning held 17,647 shares of Schwab US Dividend Equity ETF worth $541K as of Q1 2026.
Holistic Planning bought 1,726 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $52.4K.
Schwab US Dividend Equity ETF made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #171 holding.
Holistic Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Schwab US Dividend Equity ETF position peaked at $1.15M in Q4 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.