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

LifeSteps 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 		$3.74M Sell
118,076
-2,928
-2% -$92.9K 1.75% 12
2026
Q1 		$3.71M Buy
121,004
+6,943
+6% +$211K 2.35% 10
2025
Q4 		$3.13M Buy
114,061
+1,648
+1% +$44.8K 2% 12
2025
Q3 		$3.07M Buy
112,413
+3,821
+4% +$104K 1.97% 12
2025
Q2 		$2.88M Buy
108,592
+18,572
+21% +$485K 1.98% 12
2025
Q1 		$2.52M Buy
90,020
+22,617
+34% +$630K 2.04% 11
2024
Q4 		$1.84M Buy
67,403
+3,881
+6% +$110K 1.41% 19
2024
Q3 		$1.79M Buy
63,522
+984
+2% +$26.8K 1.4% 19
2024
Q2 		$1.62M Sell
62,538
-14,448
-19% -$376K 1.34% 19
2024
Q1 		$2.07M Sell
76,986
-1,104
-1% -$28.5K 1.56% 14
2023
Q4 		$1.98M Sell
78,090
-18
-0% -$429 1.76% 14
2023
Q3 		$1.84M Buy
78,108
+7,512
+11% +$184K 1.87% 13
2023
Q2 		$1.71M Buy
70,596
+2,988
+4% +$71.4K 1.69% 13
2023
Q1 		$1.65M Sell
67,608
-8,142
-11% -$204K 1.75% 14
2022
Q4 		$1.91M Sell
75,750
-2,529
-3% -$62.4K 1.99% 14
2022
Q3 		$1.73M Sell
78,279
-822
-1% -$20K 1.95% 13
2022
Q2 		$1.89M Sell
79,101
-13,569
-15% -$345K 1.97% 14
2022
Q1 		$2.44M Buy
92,670
+4,908
+6% +$129K 1.8% 17
2021
Q4 		$2.37M Buy
87,762
+12,264
+16% +$319K 1.67% 15
2021
Q3 		$1.87M Buy
75,498
+3,051
+4% +$77.5K 1.43% 18
2021
Q2 		$1.83M Buy
72,447
+8,451
+13% +$213K 1.4% 18
2021
Q1 		$1.56M Buy
63,996
+17,871
+39% +$406K 1.3% 18
2020
Q4 		$986K Buy
46,125
+9,384
+26% +$190K 0.9% 22
2020
Q3 		$677K Sell
36,741
-576
-2% -$10.6K 0.71% 27
2020
Q2 		$644K Buy
37,317
+237
+0.6% +$4K 0.74% 27
2020
Q1 		$556K Buy
37,080
+16,911
+84% +$304K 0.64% 36
2019
Q4 		$389K Buy
+20,169
New +$378K 0.37% 52

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

LifeSteps Financial's SCHD Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, selling an estimated $92.9K and leaving 118,076 shares worth $3.74M. The position accounts for 1.75% of the portfolio, ranked #12.

LifeSteps Financial first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • LifeSteps Financial held 118,076 shares of Schwab US Dividend Equity ETF worth $3.74M as of Q2 2026.
  • LifeSteps Financial sold 2,928 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $92.9K.
  • Schwab US Dividend Equity ETF made up 1.75% of LifeSteps Financial's portfolio in Q2 2026, its #12 holding.
  • LifeSteps Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.