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

Keystone 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 		$198M Sell
6,250,349
-513,358
-8% -$16.3M 51.09% 1
2026
Q1 		$208M Buy
6,763,707
+725,957
+12% +$22M 55.43% 1
2025
Q4 		$166M Sell
6,037,750
-113,004
-2% -$3.07M 48.03% 1
2025
Q3 		$168M Sell
6,150,754
-191,864
-3% -$5.23M 48.8% 1
2025
Q2 		$168M Buy
6,342,618
+854,298
+16% +$22.3M 50.81% 1
2025
Q1 		$153M Buy
5,488,320
+122,693
+2% +$3.42M 45.72% 1
2024
Q4 		$147M Sell
5,365,627
-211,067
-4% -$6M 45.47% 1
2024
Q3 		$157M Buy
5,576,694
+284,295
+5% +$7.74M 47.55% 1
2024
Q2 		$137M Buy
5,292,399
+714,525
+16% +$18.6M 45.4% 1
2024
Q1 		$123M Sell
4,577,874
-380,448
-8% -$9.83M 39.9% 1
2023
Q4 		$126M Sell
4,958,322
-84,039
-2% -$2M 41.57% 1
2023
Q3 		$119M Buy
5,042,361
+11,235
+0.2% +$276K 41.55% 1
2023
Q2 		$122M Buy
5,031,126
+591,519
+13% +$14.1M 40.77% 1
2023
Q1 		$108M Buy
4,439,607
+275,913
+7% +$6.9M 36.83% 1
2022
Q4 		$105M Buy
4,163,694
+500,649
+14% +$12.4M 35.33% 1
2022
Q3 		$81.1M Buy
3,663,045
+503,928
+16% +$12.2M 31.18% 1
2022
Q2 		$75.4M Buy
3,159,117
+68,010
+2% +$1.73M 26.51% 1
2022
Q1 		$81.3M Buy
3,091,107
+68,799
+2% +$1.8M 27.2% 1
2021
Q4 		$81.4M Sell
3,022,308
-335,565
-10% -$8.72M 27.74% 1
2021
Q3 		$83.1M Sell
3,357,873
-268,314
-7% -$6.82M 30.21% 1
2021
Q2 		$91.4M Buy
3,626,187
+82,380
+2% +$2.08M 33.11% 1
2021
Q1 		$86.1M Buy
3,543,807
+169,437
+5% +$3.85M 32.11% 1
2020
Q4 		$72.1M Buy
3,374,370
+601,146
+22% +$12.2M 29.93% 1
2020
Q3 		$51.1M Buy
2,773,224
+1,974,612
+247% +$36.3M 24.7% 1
2020
Q2 		$13.8M Sell
798,612
-504,789
-39% -$8.52M 6.79% 1
2020
Q1 		$19.5M Buy
1,303,401
+689,901
+112% +$12.4M 11.19% 1
2019
Q4 		$11.8M Buy
613,500
+32,631
+6% +$611K 5.29% 1
2019
Q3 		$10.6M Buy
580,869
+83,847
+17% +$1.5M 5.06% 1
2019
Q2 		$8.79M Buy
497,022
+45,147
+10% +$794K 4.3% 2
2019
Q1 		$7.88M Buy
451,875
+5,319
+1% +$89.4K 3.89% 4
2018
Q4 		$6.99M Buy
446,556
+10,536
+2% +$176K 3.91% 6
2018
Q3 		$7.7M Buy
436,020
+8,541
+2% +$148K 3.93% 4
2018
Q2 		$7.02M Buy
427,479
+6,474
+2% +$107K 3.87% 5
2018
Q1 		$6.88M Sell
421,005
-948
-0.2% -$16.2K 3.84% 7
2017
Q4 		$7.2M Buy
421,953
+480
+0.1% +$7.89K 3.84% 6
2017
Q3 		$6.58M Buy
421,473
+7,209
+2% +$110K 3.73% 8
2017
Q2 		$6.23M Buy
414,264
+4,968
+1% +$74.5K 3.77% 5
2017
Q1 		$6.08M Buy
409,296
+3,030
+0.7% +$44.7K 3.78% 7
2016
Q4 		$5.9M Buy
406,266
+2,100
+0.5% +$29.8K 3.86% 5
2016
Q3 		$5.7M Buy
404,166
+3,888
+1% +$54.9K 3.74% 6
2016
Q2 		$5.53M Buy
400,278
+10,182
+3% +$137K 3.74% 7
2016
Q1 		$5.21M Buy
390,096
+4,767
+1% +$60.4K 3.73% 6
2015
Q4 		$4.95M Sell
385,329
-423
-0.1% -$5.45K 3.75% 10
2015
Q3 		$4.62M Buy
385,752
+6,378
+2% +$79.7K 3.74% 8
2015
Q2 		$4.84M Buy
379,374
+20,100
+6% +$266K 3.71% 9
2015
Q1 		$4.72M Buy
359,274
+381
+0.1% +$5.06K 3.59% 11
2014
Q4 		$4.77M Sell
358,893
-129
-0% -$1.69K 3.52% 12
2014
Q3 		$4.62M Buy
359,022
+10,407
+3% +$134K 3.48% 11
2014
Q2 		$4.45M Buy
348,615
+7,710
+2% +$96.7K 3.35% 17
2014
Q1 		$4.19M Buy
340,905
+8,781
+3% +$105K 3.24% 16
2013
Q4 		$4.06M Buy
+332,124
New +$3.92M 3.25% 14

Other funds holding SCHD

HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

Keystone Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q2 2026, selling an estimated $16.3M and leaving 6,250,349 shares worth $198M. The position accounts for 51.09% of the portfolio, ranked #1.

Keystone Financial Planning first reported a position in SCHD in Q4 2013 and has held it in 51 quarters since. The position peaked at $208M in Q1 2026. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Keystone Financial Planning held 6,250,349 shares of Schwab US Dividend Equity ETF worth $198M as of Q2 2026.
  • Keystone Financial Planning sold 513,358 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.3M.
  • Schwab US Dividend Equity ETF made up 51.09% of Keystone Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Keystone Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 51 quarters since.
  • Keystone Financial Planning's Schwab US Dividend Equity ETF position peaked at $208M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.