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Leicht Financial Planning & Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leicht Financial Planning & Wealth Management’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 		– Sell
-14,185
Closed -$435K – 17
2026
Q1 		$435K Buy
+14,185
New +$430K 0.2% 13

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
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

Leicht Financial Planning & Wealth Management's SCHD Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 14,185 shares — an estimated $435K sold.

Leicht Financial Planning & Wealth Management first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $435K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Leicht Financial Planning & Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 14,185 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $435K.
  • Leicht Financial Planning & Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's Schwab US Dividend Equity ETF position peaked at $435K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.