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

Kerr Financial 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	$31.7K	Sell	1,000 -9	-0.9%	-$286	0.04%	223
2026 Q1	$31.7K	Buy	1,009 +9	+0.9%	+$273	0.02%	221
2025 Q4	$31K	Sell	1,000 -300	-23%	-$8.16K	0.04%	232
2025 Q3	$35.5K	Buy	+1,300	New	+$35.5K	0.05%	198

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

Kerr Financial Planning's SCHD Position: Q2 2026 in Review

Kerr Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.89% in Q2 2026, selling an estimated $286 and leaving 1,000 shares worth $31.7K. The position accounts for 0.04% of the portfolio, ranked #223.

Kerr Financial Planning first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.5K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kerr Financial Planning held 1,000 shares of Schwab US Dividend Equity ETF worth $31.7K as of Q2 2026.
Kerr Financial Planning sold 9 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $286.
Schwab US Dividend Equity ETF made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #223 holding.
Kerr Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Schwab US Dividend Equity ETF position peaked at $35.5K in Q3 2025.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.