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

Leading Edge 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	$442K	Sell	13,930 -784	-5%	-$24.9K	0.08%	44
2026 Q1	$451K	Sell	14,714 -46	-0.3%	-$1.4K	0.1%	42
2025 Q4	$405K	Sell	14,760 -405	-3%	-$11K	0.09%	43
2025 Q3	$414K	Sell	15,165 -1,399	-8%	-$38.2K	0.1%	40
2025 Q2	$439K	Buy	16,564 +1,390	+9%	+$36.3K	0.12%	38
2025 Q1	$424K	Hold	15,174	–	–	0.13%	39
2024 Q4	$415K	Buy	15,174 +915	+6%	+$26K	0.14%	40
2024 Q3	$402K	Sell	14,259 -300	-2%	-$8.17K	0.13%	38
2024 Q2	$377K	Sell	14,559 -411	-3%	-$10.7K	0.15%	35
2024 Q1	$402K	Sell	14,970 -8,313	-36%	-$215K	0.18%	34
2023 Q4	$591K	Sell	23,283 -5,181	-18%	-$123K	0.31%	29
2023 Q3	$671K	Sell	28,464 -11,760	-29%	-$289K	0.43%	33
2023 Q2	$974K	Sell	40,224 -7,230	-15%	-$173K	0.64%	21
2023 Q1	$1.16M	Sell	47,454 -690	-1%	-$17.3K	0.84%	19
2022 Q4	$1.21M	Buy	+48,144	New	+$1.19M	1.05%	16

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

Leading Edge Financial Planning's SCHD Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, selling an estimated $24.9K and leaving 13,930 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #44.

Leading Edge Financial Planning first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Leading Edge Financial Planning held 13,930 shares of Schwab US Dividend Equity ETF worth $442K as of Q2 2026.
Leading Edge Financial Planning sold 784 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.9K.
Schwab US Dividend Equity ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q2 2026, its #44 holding.
Leading Edge Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Leading Edge Financial Planning's Schwab US Dividend Equity ETF position peaked at $1.21M in Q4 2022.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.