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

OLIO 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	$5.12M	Buy	161,377 +5,899	+4%	+$187K	1.27%	9
2026 Q1	$4.77M	Sell	155,478 -3,962	-2%	-$120K	1.32%	9
2025 Q4	$4.37M	Buy	159,440 +900	+0.6%	+$24.5K	1.23%	9
2025 Q3	$4.33M	Buy	158,540 +3,870	+3%	+$106K	1.27%	9
2025 Q2	$4.1M	Sell	154,670 -14,729	-9%	-$385K	1.29%	10
2025 Q1	$4.74M	Buy	169,399 +5,021	+3%	+$140K	1.64%	9
2024 Q4	$4.49M	Buy	164,378 +10,019	+6%	+$285K	1.58%	9
2024 Q3	$3.93M	Hold	154,359	–	–	1.65%	12
2024 Q2	$3.93M	Hold	154,359	–	–	1.66%	12
2024 Q1	$3.93M	Hold	154,359	–	–	1.65%	12
2023 Q4	$3.93M	Buy	154,359 +5,313	+4%	+$127K	1.64%	12
2023 Q3	$3.52M	Buy	149,046 +1,080	+0.7%	+$26.5K	1.65%	15
2023 Q2	$3.58M	Buy	147,966 +28,404	+24%	+$679K	1.7%	15
2023 Q1	$2.92M	Buy	119,562 +22,191	+23%	+$555K	1.51%	16
2022 Q4	$2.45M	Buy	97,371 +3,822	+4%	+$94.3K	1.33%	16
2022 Q3	$2.07M	Buy	93,549 +27,210	+41%	+$661K	1.23%	15
2022 Q2	$1.58M	Buy	66,339 +16,887	+34%	+$430K	0.89%	20
2022 Q1	$1.3M	Buy	49,452 +30,477	+161%	+$798K	0.74%	21
2021 Q4	$511K	Buy	+18,975	New	+$493K	0.3%	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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

OLIO Financial Planning's SCHD Position: Q2 2026 in Review

OLIO Financial Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q2 2026, buying an estimated $187K and bringing the position to 161,377 shares worth $5.12M. The position accounts for 1.27% of the portfolio, ranked #9.

OLIO Financial Planning first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

OLIO Financial Planning held 161,377 shares of Schwab US Dividend Equity ETF worth $5.12M as of Q2 2026.
OLIO Financial Planning bought 5,899 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $187K.
Schwab US Dividend Equity ETF made up 1.27% of OLIO Financial Planning's portfolio in Q2 2026, its #9 holding.
OLIO Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
600 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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