Meriwether Wealth & Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meriwether Wealth & 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	$604K	Buy	19,041 +131	+0.7%	+$4.16K	0.3%	59
2026 Q1	$580K	Sell	18,910 -2,987	-14%	-$90.6K	0.32%	54
2025 Q4	$601K	Sell	21,897 -3,552	-14%	-$96.6K	0.34%	58
2025 Q3	$695K	Sell	25,449 -9,912	-28%	-$270K	0.4%	47
2025 Q2	$937K	Sell	35,361 -9,784	-22%	-$256K	0.59%	32
2025 Q1	$1.26M	Buy	45,145 +4,456	+11%	+$124K	0.82%	25
2024 Q4	$1.11M	Buy	+40,689	New	+$1.16M	0.79%	26

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Meriwether Wealth & Planning's SCHD Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.69% in Q2 2026, buying an estimated $4.16K and bringing the position to 19,041 shares worth $604K. The position accounts for 0.3% of the portfolio, ranked #59.

Meriwether Wealth & Planning first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Meriwether Wealth & Planning held 19,041 shares of Schwab US Dividend Equity ETF worth $604K as of Q2 2026.
Meriwether Wealth & Planning bought 131 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.16K.
Schwab US Dividend Equity ETF made up 0.3% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #59 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Schwab US Dividend Equity ETF position peaked at $1.26M in Q1 2025.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.