JRPIM
SCHD icon

Journey Retirement Planning & Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Journey Retirement Planning & Investment Management’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 		$709K Buy
22,362
+378
+2% +$12K 0.55% 49
2026
Q1 		$674K Sell
21,984
-21,984
-50% -$667K 0.59% 51
2025
Q4 		$1.21M Buy
+43,968
New +$1.2M 0.25% 100

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SCHD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 22,362 shares worth $709K. The position accounts for 0.55% of the portfolio, ranked #49.

Journey Retirement Planning & Investment Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 1,423 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 22,362 shares of Schwab US Dividend Equity ETF worth $709K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 378 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12K.
  • Schwab US Dividend Equity ETF made up 0.55% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #49 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Schwab US Dividend Equity ETF position peaked at $1.21M in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.