Mark Sheptoff Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mark Sheptoff 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	$28.2K	Hold	888	–	–	0.01%	238
2026 Q1	$28.1K	Buy	+888	New	+$26.9K	0.01%	234
2020 Q3	–	Sell	-975	Closed	-$17K	–	360
2020 Q2	$17K	Hold	975	–	–	0.01%	212
2020 Q1	$15K	Hold	975	–	–	0.01%	198
2019 Q4	$19K	Hold	975	–	–	0.01%	224
2019 Q3	$18K	Hold	975	–	–	0.01%	221
2019 Q2	$17K	Hold	975	–	–	0.01%	223
2019 Q1	$17K	Hold	975	–	–	0.01%	220
2018 Q4	$15K	Hold	975	–	–	0.01%	206
2018 Q3	$17K	Hold	975	–	–	0.01%	252
2018 Q2	$16K	Hold	975	–	–	0.01%	242
2018 Q1	$16K	Hold	975	–	–	0.01%	249
2017 Q4	$17K	Hold	975	–	–	0.01%	246
2017 Q3	$15K	Hold	975	–	–	0.01%	260
2017 Q2	$15K	Sell	975 -3	-0.3%	-$45	0.01%	251
2017 Q1	$14K	Buy	978 +3	+0.3%	+$44	0.01%	257
2016 Q4	$14K	Hold	975	–	–	0.01%	249
2016 Q3	$14K	Hold	975	–	–	0.01%	244
2016 Q2	$13K	Hold	975	–	–	0.01%	236
2016 Q1	$13K	Hold	975	–	–	0.01%	235
2015 Q4	$13K	Buy	+975	New	+$12.6K	0.01%	253

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

Mark Sheptoff Financial Planning's SCHD Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 888 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #238.

Mark Sheptoff Financial Planning first reported a position in SCHD in Q4 2015 and has held it in 21 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mark Sheptoff Financial Planning held 888 shares of Schwab US Dividend Equity ETF worth $28.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #238 holding.
Mark Sheptoff Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 21 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.