PPL
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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
2026
Q2 		$559K Buy
+16,033
New +$509K 0.11% 22
2025
Q4 		$433K Buy
+15,775
New +$429K 0.11% 24

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 22.9% 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

Planning Project LLC's SCHD Position: Q2 2026 in Review

Planning Project LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 16,033 shares worth $559K. The stake represents 0.11% of the portfolio and ranks #22 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in SCHD as recently as Q4 2025.

Planning Project LLC first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Planning Project LLC held 16,033 shares of Schwab US Dividend Equity ETF worth $559K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Planning Project LLC position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.11% of Planning Project LLC's portfolio in Q2 2026, its #22 holding.
  • Planning Project LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.