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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Plan Group Financial's SCHD Position: Q1 2026 in Review

Plan Group Financial opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 8,794 shares worth $270K. The stake represents 0.06% of the portfolio and ranks #181 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in SCHD as recently as Q3 2025.

Plan Group Financial first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Plan Group Financial held 8,794 shares of Schwab US Dividend Equity ETF worth $270K as of Q1 2026.
Schwab US Dividend Equity ETF was a new Plan Group Financial position in Q1 2026.
Schwab US Dividend Equity ETF made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #181 holding.
Plan Group Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
Plan Group Financial's Schwab US Dividend Equity ETF position peaked at $1.42M in Q1 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.