Ignite Planners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ignite Planners’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	$2.11M	Buy	66,419 +15,602	+31%	+$495K	0.29%	82
2026 Q1	$1.56M	Buy	50,817 +40,741	+404%	+$1.24M	0.24%	102
2025 Q4	$300K	Buy	10,076 +1,256	+14%	+$34.2K	0.05%	324
2025 Q3	$241K	Buy	8,820 +1,041	+13%	+$28.4K	0.04%	329
2025 Q2	$210K	Buy	+7,779	New	+$203K	0.04%	342
2024 Q1	–	Sell	-11,328	Closed	-$290K	–	301
2023 Q4	$290K	Sell	11,328 -5,970	-35%	-$142K	0.09%	216
2023 Q3	$399K	Buy	17,298 +2,817	+19%	+$69.1K	0.12%	189
2023 Q2	$347K	Sell	14,481 -306	-2%	-$7.31K	0.13%	170
2023 Q1	$361K	Buy	14,787 +5,478	+59%	+$137K	0.15%	162
2022 Q4	$257K	Buy	+9,309	New	+$230K	0.11%	205

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

Ignite Planners's SCHD Position: Q2 2026 in Review

Ignite Planners increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q2 2026, buying an estimated $495K and bringing the position to 66,419 shares worth $2.11M. The position accounts for 0.29% of the portfolio, ranked #82.

Ignite Planners first reported a position in SCHD in Q4 2022 and has held it in 10 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ignite Planners held 66,419 shares of Schwab US Dividend Equity ETF worth $2.11M as of Q2 2026.
Ignite Planners bought 15,602 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $495K.
Schwab US Dividend Equity ETF made up 0.29% of Ignite Planners's portfolio in Q2 2026, its #82 holding.
Ignite Planners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 10 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.