Planning Directions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.6M | Sell |
459,308
-25,740
| -5% | -$817K | 6.75% | 4 |
|
|
2026
Q1 | $14.9M | Sell |
485,048
-859,612
| -64% | -$26.1M | 7.53% | 2 |
|
|
2025
Q4 | $36.9M | Sell |
1,344,660
-17,096
| -1% | -$465K | 18.59% | 1 |
|
|
2025
Q3 | $37.2M | Buy |
1,361,756
+54,458
| +4% | +$1.49M | 19.4% | 1 |
|
|
2025
Q2 | $34.6M | Buy |
1,307,298
+27,216
| +2% | +$711K | 19.5% | 1 |
|
|
2025
Q1 | $35.8M | Buy |
1,280,082
+118,878
| +10% | +$3.31M | 15.3% | 1 |
|
|
2024
Q4 | $31.7M | Buy |
1,161,204
+59,067
| +5% | +$1.68M | 18.41% | 1 |
|
|
2024
Q3 | $31.1M | Buy |
1,102,137
+57,885
| +6% | +$1.58M | 18.49% | 1 |
|
|
2024
Q2 | $27.1M | Buy |
1,044,252
+40,308
| +4% | +$1.05M | 18.44% | 1 |
|
|
2024
Q1 | $27M | Buy |
1,003,944
+78,939
| +9% | +$2.04M | 18.75% | 1 |
|
|
2023
Q4 | $23.5M | Buy |
925,005
+85,326
| +10% | +$2.03M | 16.74% | 1 |
|
|
2023
Q3 | $19.8M | Buy |
839,679
+76,029
| +10% | +$1.87M | 15.16% | 1 |
|
|
2023
Q2 | $18.5M | Buy |
763,650
+219,087
| +40% | +$5.23M | 13.45% | 2 |
|
|
2023
Q1 | $13.3M | Buy |
544,563
+39,816
| +8% | +$995K | 9.87% | 3 |
|
|
2022
Q4 | $12.7M | Buy |
504,747
+19,524
| +4% | +$482K | 9.7% | 3 |
|
|
2022
Q3 | $10.7M | Buy |
485,223
+30,942
| +7% | +$752K | 8.68% | 3 |
|
|
2022
Q2 | $10.8M | Buy |
454,281
+86,679
| +24% | +$2.21M | 8.31% | 3 |
|
|
2022
Q1 | $9.67M | Buy |
367,602
+24,264
| +7% | +$635K | 6.79% | 3 |
|
|
2021
Q4 | $9.25M | Buy |
343,338
+4,128
| +1% | +$107K | 6.16% | 3 |
|
|
2021
Q3 | $8.39M | Buy |
339,210
+729
| +0.2% | +$18.5K | 6.11% | 3 |
|
|
2021
Q2 | $8.53M | Buy |
338,481
+5,718
| +2% | +$144K | 6.23% | 3 |
|
|
2021
Q1 | $8.09M | Buy |
332,763
+582
| +0.2% | +$13.2K | 6.36% | 3 |
|
|
2020
Q4 | $7.1M | Buy |
332,181
+21,765
| +7% | +$441K | 5.76% | 3 |
|
|
2020
Q3 | $5.72M | Buy |
310,416
+34,494
| +13% | +$635K | 5.04% | 5 |
|
|
2020
Q2 | $4.76M | Buy |
+275,922
| New | +$4.66M | 4.44% | 6 |
|
|
2020
Q1 | – | Sell |
-185,865
| Closed | -$3.59M | – | 86 |
|
|
2019
Q4 | $3.59M | Sell |
185,865
-5,019
| -3% | -$94K | 3.32% | 8 |
|
|
2019
Q3 | $3.49M | Buy |
190,884
+5,589
| +3% | +$100K | 3.34% | 8 |
|
|
2019
Q2 | $3.28M | Buy |
185,295
+5,838
| +3% | +$103K | 3.33% | 8 |
|
|
2019
Q1 | $3.13M | Buy |
179,457
+12,429
| +7% | +$209K | 3.72% | 8 |
|
|
2018
Q4 | $2.62M | Buy |
167,028
+4,317
| +3% | +$71.9K | 3.23% | 8 |
|
|
2018
Q3 | $2.88M | Buy |
162,711
+1,038
| +0.6% | +$18K | 2.67% | 8 |
|
|
2018
Q2 | $2.66M | Buy |
161,673
+5,070
| +3% | +$83.5K | 2.57% | 8 |
|
|
2018
Q1 | $2.56M | Buy |
+156,603
| New | +$2.67M | 2.51% | 9 |
|
Other funds holding SCHD
SLI
RIM
WANY
Planning Directions's SCHD Position: Q2 2026 in Review
Planning Directions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, selling an estimated $817K and leaving 459,308 shares worth $14.6M. The position accounts for 6.75% of the portfolio, ranked #4.
Planning Directions first reported a position in SCHD in Q1 2018 and has held it in 33 quarters since. The position peaked at $37.2M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Planning Directions held 459,308 shares of Schwab US Dividend Equity ETF worth $14.6M as of Q2 2026.
- Planning Directions sold 25,740 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $817K.
- Schwab US Dividend Equity ETF made up 6.75% of Planning Directions's portfolio in Q2 2026, its #4 holding.
- Planning Directions first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 33 quarters since.
- Planning Directions's Schwab US Dividend Equity ETF position peaked at $37.2M in Q3 2025.
- 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.