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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
Q2 		$636K Buy
20,054
+205
+1% +$6.5K 0.04% 249
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

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

PDS Planning's SCHD Position: Q2 2026 in Review

PDS Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, buying an estimated $6.5K and bringing the position to 20,054 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #249.

PDS Planning first reported a position in SCHD in Q2 2020 and has held it in 25 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • PDS Planning held 20,054 shares of Schwab US Dividend Equity ETF worth $636K as of Q2 2026.
  • PDS Planning bought 205 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.5K.
  • Schwab US Dividend Equity ETF made up 0.04% of PDS Planning's portfolio in Q2 2026, its #249 holding.
  • PDS Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.