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

Lakeshore 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	$11.5M	Sell	363,303 -16,406	-4%	-$520K	3.71%	7
2026 Q1	$11.6M	Sell	379,709 -2,272	-0.6%	-$68.9K	4.22%	7
2025 Q4	$10.5M	Sell	381,981 -6,028	-2%	-$164K	3.74%	7
2025 Q3	$10.6M	Sell	388,009 -5,450	-1%	-$149K	3.93%	8
2025 Q2	$10.4M	Sell	393,459 -159,880	-29%	-$4.18M	4.19%	8
2025 Q1	$15.5M	Sell	553,339 -26,627	-5%	-$742K	6.44%	6
2024 Q4	$15.8M	Sell	579,966 -2,931	-0.5%	-$83.3K	6.76%	6
2024 Q3	$16.4M	Buy	582,897 +58,992	+11%	+$1.61M	7.24%	6
2024 Q2	$13.6M	Sell	523,905 -52,263	-9%	-$1.36M	6.63%	7
2024 Q1	$15.5M	Sell	576,168 -3,936	-0.7%	-$102K	7.84%	7
2023 Q4	$14.7M	Sell	580,104 -67,245	-10%	-$1.6M	8.18%	5
2023 Q3	$15.3M	Buy	+647,349	New	+$15.9M	8.71%	3

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Lakeshore Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q2 2026, selling an estimated $520K and leaving 363,303 shares worth $11.5M. The position accounts for 3.71% of the portfolio, ranked #7.

Lakeshore Financial Planning first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lakeshore Financial Planning held 363,303 shares of Schwab US Dividend Equity ETF worth $11.5M as of Q2 2026.
Lakeshore Financial Planning sold 16,406 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $520K.
Schwab US Dividend Equity ETF made up 3.71% of Lakeshore Financial Planning's portfolio in Q2 2026, its #7 holding.
Lakeshore Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Schwab US Dividend Equity ETF position peaked at $16.4M in Q3 2024.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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