Prepared Retirement Institute’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prepared Retirement Institute’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	$18M	Sell	569,163 -13,850	-2%	-$439K	7.68%	2
2026 Q1	$17.9M	Sell	583,013 -1,062	-0.2%	-$32.2K	8.88%	2
2025 Q4	$16M	Sell	584,075 -5,110	-0.9%	-$139K	8.06%	2
2025 Q3	$16.1M	Buy	589,185 +37,208	+7%	+$1.02M	8.38%	2
2025 Q2	$14.6M	Buy	551,977 +10,567	+2%	+$276K	8.62%	2
2025 Q1	$15.1M	Sell	541,410 -101,981	-16%	-$2.84M	9.66%	2
2024 Q4	$17.6M	Buy	643,391 +40,226	+7%	+$1.14M	10.03%	3
2024 Q3	$17M	Buy	603,165 +12,957	+2%	+$353K	10.29%	3
2024 Q2	$15.3M	Buy	590,208 +34,776	+6%	+$905K	10.14%	3
2024 Q1	$14.9M	Sell	555,432 -38,916	-7%	-$1.01M	11.14%	2
2023 Q4	$15.1M	Buy	+594,348	New	+$14.2M	11.3%	2

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

Prepared Retirement Institute's SCHD Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, selling an estimated $439K and leaving 569,163 shares worth $18M. The position accounts for 7.68% of the portfolio, ranked #2.

Prepared Retirement Institute first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prepared Retirement Institute held 569,163 shares of Schwab US Dividend Equity ETF worth $18M as of Q2 2026.
Prepared Retirement Institute sold 13,850 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $439K.
Schwab US Dividend Equity ETF made up 7.68% of Prepared Retirement Institute's portfolio in Q2 2026, its #2 holding.
Prepared Retirement Institute first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.