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

Planning Project 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
2025 Q4	$433K	Buy	+15,775	New	+$429K	0.11%	24

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Planning Project LLC's SCHD Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2025: 15,775 shares worth $433K. The stake represents 0.11% of the portfolio and ranks #24 among its holdings.

1,941 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Planning Project LLC held 15,775 shares of Schwab US Dividend Equity ETF worth $433K as of Q4 2025.
Schwab US Dividend Equity ETF was a new Planning Project LLC position in Q4 2025.
Schwab US Dividend Equity ETF made up 0.11% of Planning Project LLC's portfolio in Q4 2025, its #24 holding.
1,941 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.