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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Leading Edge Financial Planning's SCHD Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.31% in Q1 2026, selling an estimated $1.4K and leaving 14,714 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #42.

Leading Edge Financial Planning first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Leading Edge Financial Planning held 14,714 shares of Schwab US Dividend Equity ETF worth $451K as of Q1 2026.
Leading Edge Financial Planning sold 46 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.4K.
Schwab US Dividend Equity ETF made up 0.1% of Leading Edge Financial Planning's portfolio in Q1 2026, its #42 holding.
Leading Edge Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's Schwab US Dividend Equity ETF position peaked at $1.21M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.