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

PDS 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
Q1 		$609K Buy
19,849
+1,226
+7% +$37.2K 0.04% 226
2025
Q4 		$511K Buy
18,623
+36
+0.2% +$979 0.03% 250
2025
Q3 		$507K Buy
18,587
+85
+0.5% +$2.32K 0.04% 248
2025
Q2 		$490K Sell
18,502
-423
-2% -$11K 0.04% 244
2025
Q1 		$529K Buy
18,925
+88
+0.5% +$2.45K 0.04% 202
2024
Q4 		$515K Buy
18,837
+42
+0.2% +$1.19K 0.05% 179
2024
Q3 		$530K Sell
18,795
-114
-0.6% -$3.11K 0.05% 184
2024
Q2 		$490K Buy
18,909
+300
+2% +$7.81K 0.05% 174
2024
Q1 		$500K Buy
18,609
+396
+2% +$10.2K 0.05% 164
2023
Q4 		$462K Sell
18,213
-2,091
-10% -$49.8K 0.05% 159
2023
Q3 		$479K Buy
20,304
+624
+3% +$15.3K 0.06% 140
2023
Q2 		$476K Sell
19,680
-1,533
-7% -$36.6K 0.06% 143
2023
Q1 		$517K Buy
21,213
+2,271
+12% +$56.8K 0.07% 118
2022
Q4 		$477K Buy
18,942
+3,219
+20% +$79.5K 0.08% 99
2022
Q3 		$348K Buy
15,723
+3,768
+32% +$91.5K 0.06% 116
2022
Q2 		$285K Buy
11,955
+108
+0.9% +$2.75K 0.05% 149
2022
Q1 		$312K Buy
11,847
+723
+6% +$18.9K 0.05% 140
2021
Q4 		$300K Buy
11,124
+972
+10% +$25.3K 0.06% 140
2021
Q3 		$251K Buy
10,152
+153
+2% +$3.89K 0.06% 153
2021
Q2 		$252K Buy
9,999
+1,128
+13% +$28.5K 0.06% 148
2021
Q1 		$216K Buy
8,871
+63
+0.7% +$1.43K 0.06% 149
2020
Q4 		$188K Buy
8,808
+81
+0.9% +$1.64K 0.06% 148
2020
Q3 		$161K Sell
8,727
-1,395
-14% -$25.7K 0.07% 129
2020
Q2 		$175K Buy
+10,122
New +$171K 0.08% 123

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PDS Planning's SCHD Position: Q1 2026 in Review

PDS Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q1 2026, buying an estimated $37.2K and bringing the position to 19,849 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #226.

PDS Planning first reported a position in SCHD in Q2 2020 and has held it in 24 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • PDS Planning held 19,849 shares of Schwab US Dividend Equity ETF worth $609K as of Q1 2026.
  • PDS Planning bought 1,226 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $37.2K.
  • Schwab US Dividend Equity ETF made up 0.04% of PDS Planning's portfolio in Q1 2026, its #226 holding.
  • PDS Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.