Next Level Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Next Level 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	$14.4M	Buy	455,656 +17,404	+4%	+$552K	6.36%	7
2026 Q1	$13.4M	Buy	438,252 +7,350	+2%	+$223K	6.91%	6
2025 Q4	$11.8M	Buy	430,902 +20,443	+5%	+$556K	6.29%	6
2025 Q3	$11.2M	Buy	410,459 +27,289	+7%	+$744K	6.33%	7
2025 Q2	$10.2M	Buy	383,170 +34,731	+10%	+$907K	6.5%	6
2025 Q1	$9.74M	Buy	348,439 +21,228	+6%	+$592K	7.38%	5
2024 Q4	$8.94M	Buy	+327,211	New	+$9.3M	7.03%	6

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

Next Level Wealth Planning's SCHD Position: Q2 2026 in Review

Next Level Wealth Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, buying an estimated $552K and bringing the position to 455,656 shares worth $14.4M. The position accounts for 6.36% of the portfolio, ranked #7.

Next Level Wealth Planning first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Next Level Wealth Planning held 455,656 shares of Schwab US Dividend Equity ETF worth $14.4M as of Q2 2026.
Next Level Wealth Planning bought 17,404 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $552K.
Schwab US Dividend Equity ETF made up 6.36% of Next Level Wealth Planning's portfolio in Q2 2026, its #7 holding.
Next Level Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.