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

Planning Strategies’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	$417K	Buy	+13,156	New	+$417K	0.26%	45

Other funds holding SCHD

SLI

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

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

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Planning Strategies's SCHD Position: Q2 2026 in Review

Planning Strategies opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 13,156 shares worth $417K. The stake represents 0.26% of the portfolio and ranks #45 among its holdings.

2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Planning Strategies held 13,156 shares of Schwab US Dividend Equity ETF worth $417K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Planning Strategies position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.26% of Planning Strategies's portfolio in Q2 2026, its #45 holding.
2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.