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Plancorp LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Plancorp LLC’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 		$8.15M Sell
250,369
-259
-0.1% -$8.22K 0.2% 56
2026
Q1 		$7.66M Buy
250,628
+172
+0.1% +$5.22K 0.22% 47
2025
Q4 		$6.87M Sell
250,456
-15,694
-6% -$427K 0.21% 47
2025
Q3 		$7.27M Sell
266,150
-3,597
-1% -$98.1K 0.23% 46
2025
Q2 		$7.15M Buy
269,747
+825
+0.3% +$21.5K 0.25% 43
2025
Q1 		$7.52M Buy
268,922
+219,483
+444% +$6.12M 0.3% 37
2024
Q4 		$1.35M Sell
49,439
-1,033
-2% -$29.4K 0.06% 107
2024
Q3 		$1.42M Sell
50,472
-1,671
-3% -$45.5K 0.06% 103
2024
Q2 		$1.35M Sell
52,143
-5,664
-10% -$147K 0.06% 102
2024
Q1 		$1.55M Buy
57,807
+2,265
+4% +$58.5K 0.07% 95
2023
Q4 		$1.41M Sell
55,542
-33,303
-37% -$794K 0.07% 93
2023
Q3 		$2.1M Buy
88,845
+48,135
+118% +$1.18M 0.11% 71
2023
Q2 		$985K Buy
40,710
+1,626
+4% +$38.9K 0.05% 110
2023
Q1 		$953K Buy
39,084
+144
+0.4% +$3.6K 0.05% 110
2022
Q4 		$980K Sell
38,940
-1,221
-3% -$30.1K 0.06% 99
2022
Q3 		$889K Buy
40,161
+141
+0.4% +$3.43K 0.06% 98
2022
Q2 		$956K Buy
40,020
+1,941
+5% +$49.4K 0.06% 98
2022
Q1 		$1M Buy
38,079
+1,416
+4% +$37.1K 0.07% 97
2021
Q4 		$988K Buy
36,663
+141
+0.4% +$3.66K 0.06% 101
2021
Q3 		$904K Buy
36,522
+5,574
+18% +$142K 0.06% 101
2021
Q2 		$780K Buy
30,948
+84
+0.3% +$2.12K 0.06% 104
2021
Q1 		$750K Buy
30,864
+84
+0.3% +$1.91K 0.17% 92
2020
Q4 		$658K Buy
30,780
+111
+0.4% +$2.25K 0.16% 98
2020
Q3 		$565K Sell
30,669
-1,794
-6% -$33K 0.17% 93
2020
Q2 		$560K Buy
32,463
+2,010
+7% +$33.9K 0.17% 92
2020
Q1 		$457K Buy
30,453
+3,048
+11% +$54.7K 0.18% 93
2019
Q4 		$529K Buy
27,405
+195
+0.7% +$3.65K 0.16% 100
2019
Q3 		$497K Buy
27,210
+90
+0.3% +$1.61K 0.19% 88
2019
Q2 		$480K Hold
27,120
– – 0.19% 93
2019
Q1 		$473K Buy
27,120
+75
+0.3% +$1.26K 0.18% 100
2018
Q4 		$423K Buy
27,045
+171
+0.6% +$2.85K 0.19% 95
2018
Q3 		$475K Buy
26,874
+90
+0.3% +$1.56K 0.19% 100
2018
Q2 		$440K Hold
26,784
– – 0.18% 100
2018
Q1 		$438K Buy
26,784
+57
+0.2% +$972 0.14% 99
2017
Q4 		$456K Buy
26,727
+75
+0.3% +$1.23K 0.15% 101
2017
Q3 		$416K Buy
26,652
+78
+0.3% +$1.19K 0.12% 100
2017
Q2 		$399K Buy
+26,574
New +$399K 0.12% 102

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
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
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

Plancorp LLC's SCHD Position: Q2 2026 in Review

Plancorp LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.1% in Q2 2026, selling an estimated $8.22K and leaving 250,369 shares worth $8.15M. The position accounts for 0.2% of the portfolio, ranked #56.

Plancorp LLC first reported a position in SCHD in Q2 2017 and has held it in 37 quarters since. 652 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Plancorp LLC held 250,369 shares of Schwab US Dividend Equity ETF worth $8.15M as of Q2 2026.
  • Plancorp LLC sold 259 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.22K.
  • Schwab US Dividend Equity ETF made up 0.2% of Plancorp LLC's portfolio in Q2 2026, its #56 holding.
  • Plancorp LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 37 quarters since.
  • 652 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.