Plan Group Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Plan Group Financial’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	–	Sell	-8,794	Closed	-$270K	–	272
2026 Q1	$270K	Buy	+8,794	New	+$267K	0.06%	181
2025 Q4	–	Sell	-8,728	Closed	-$238K	–	215
2025 Q3	$238K	Sell	8,728 -3,608	-29%	-$98.4K	0.06%	163
2025 Q2	$327K	Sell	12,336 -12,321	-50%	-$322K	0.11%	126
2025 Q1	$689K	Buy	24,657 +3,388	+16%	+$94.4K	0.25%	79
2024 Q4	$581K	Sell	21,269 -373	-2%	-$10.6K	0.31%	64
2024 Q3	$610K	Buy	21,642 +4,248	+24%	+$116K	0.32%	63
2024 Q2	$451K	Sell	17,394 -35,547	-67%	-$925K	0.28%	69
2024 Q1	$1.42M	Buy	52,941 +21,072	+66%	+$544K	0.93%	25
2023 Q4	$809K	Buy	+31,869	New	+$759K	0.71%	31

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

Plan Group Financial's SCHD Position: Q2 2026 in Review

Plan Group Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 8,794 shares — an estimated $270K sold.

Plan Group Financial first reported a position in SCHD in Q4 2023 and held it in 9 quarters. The position peaked at $1.42M in Q1 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Plan Group Financial reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 8,794 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $270K.
Plan Group Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 9 quarters.
Plan Group Financial's Schwab US Dividend Equity ETF position peaked at $1.42M in Q1 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.