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Planned Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Planned Solutions’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 		$567K Buy
17,888
+315
+2% +$9.99K 0.16% 70
2026
Q1 		$539K Sell
17,573
-10
-0.1% -$303 0.18% 66
2025
Q4 		$482K Sell
17,583
-13,255
-43% -$360K 0.15% 72
2025
Q3 		$842K Buy
30,838
+5,596
+22% +$153K 0.29% 41
2025
Q2 		$669K Buy
25,242
+262
+1% +$6.84K 0.25% 49
2025
Q1 		$698K Buy
24,980
+3,762
+18% +$105K 0.28% 41
2024
Q4 		$580K Buy
21,218
+1,739
+9% +$49.4K 0.23% 50
2024
Q3 		$549K Buy
19,479
+4,581
+31% +$125K 0.22% 46
2024
Q2 		$386K Buy
14,898
+738
+5% +$19.2K 0.19% 59
2024
Q1 		$381K Buy
14,160
+585
+4% +$15.1K 0.19% 57
2023
Q4 		$344K Buy
13,575
+1,062
+8% +$25.3K 0.16% 56
2023
Q3 		$295K Buy
12,513
+6
+0% +$147 0.18% 57
2023
Q2 		$303K Buy
12,507
+576
+5% +$13.8K 0.18% 55
2023
Q1 		$291K Buy
11,931
+87
+0.7% +$2.17K 0.18% 55
2022
Q4 		$298K Buy
11,844
+99
+0.8% +$2.44K 0.22% 48
2022
Q3 		$260K Buy
11,745
+132
+1% +$3.21K 0.22% 49
2022
Q2 		$277K Buy
11,613
+774
+7% +$19.7K 0.26% 45
2022
Q1 		$285K Sell
10,839
-1,785
-14% -$46.7K 0.2% 54
2021
Q4 		$340K Buy
+12,624
New +$328K 0.23% 51
2021
Q2 		$272K Buy
10,785
+171
+2% +$4.32K 0.19% 57
2021
Q1 		$258K Buy
10,614
+114
+1% +$2.59K 0.2% 53
2020
Q4 		$224K Buy
10,500
+393
+4% +$7.97K 0.18% 48
2020
Q3 		$186K Buy
+10,107
New +$186K 0.18% 49

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

Planned Solutions's SCHD Position: Q2 2026 in Review

Planned Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $9.99K and bringing the position to 17,888 shares worth $567K. The position accounts for 0.16% of the portfolio, ranked #70.

Planned Solutions first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $842K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Planned Solutions held 17,888 shares of Schwab US Dividend Equity ETF worth $567K as of Q2 2026.
  • Planned Solutions bought 315 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.99K.
  • Schwab US Dividend Equity ETF made up 0.16% of Planned Solutions's portfolio in Q2 2026, its #70 holding.
  • Planned Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Schwab US Dividend Equity ETF position peaked at $842K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.