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

LifePlan Financial’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	$736K	Sell	23,199 -578	-2%	-$18.3K	0.52%	55
2026 Q1	$729K	Sell	23,777 -767	-3%	-$23.3K	0.54%	61
2025 Q4	$673K	Sell	24,544 -380	-2%	-$10.3K	0.52%	59
2025 Q3	$680K	Buy	24,924 +120	+0.5%	+$3.27K	0.54%	59
2025 Q2	$657K	Buy	24,804 +875	+4%	+$22.9K	0.54%	53
2025 Q1	$669K	Sell	23,929 -1,772	-7%	-$49.4K	0.58%	51
2024 Q4	$702K	Sell	25,701 -1,284	-5%	-$36.5K	0.62%	49
2024 Q3	$760K	Buy	26,985 +234	+0.9%	+$6.38K	0.65%	44
2024 Q2	$693K	Buy	26,751 +1,185	+5%	+$30.8K	0.64%	50
2024 Q1	$687K	Sell	25,566 -84	-0.3%	-$2.17K	0.63%	50
2023 Q4	$651K	Buy	+25,650	New	+$611K	0.65%	49

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LifePlan Financial's SCHD Position: Q2 2026 in Review

LifePlan Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, selling an estimated $18.3K and leaving 23,199 shares worth $736K. The position accounts for 0.52% of the portfolio, ranked #55.

LifePlan Financial first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $760K in Q3 2024. 1,428 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

LifePlan Financial held 23,199 shares of Schwab US Dividend Equity ETF worth $736K as of Q2 2026.
LifePlan Financial sold 578 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.3K.
Schwab US Dividend Equity ETF made up 0.52% of LifePlan Financial's portfolio in Q2 2026, its #55 holding.
LifePlan Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Schwab US Dividend Equity ETF position peaked at $760K in Q3 2024.
1,428 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.