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

Reliant Wealth Planning’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	–	Sell	-1,664,663	Closed	-$45.4M	–	56
2025 Q3	$45.4M	Buy	1,664,663 +14,279	+0.9%	+$390K	14.73%	2
2025 Q2	$43.7M	Buy	1,650,384 +70,061	+4%	+$1.83M	17.07%	2
2025 Q1	$44.2M	Sell	1,580,323 -4,043	-0.3%	-$113K	20.16%	2
2024 Q4	$43.3M	Sell	1,584,366 -265,209	-14%	-$7.54M	20.3%	2
2024 Q3	$52.1M	Buy	1,849,575 +33,882	+2%	+$923K	22.57%	2
2024 Q2	$47.1M	Buy	1,815,693 +53,181	+3%	+$1.38M	21.71%	2
2024 Q1	$47.4M	Buy	1,762,512 +132,702	+8%	+$3.43M	22.66%	2
2023 Q4	$41.4M	Buy	1,629,810 +139,563	+9%	+$3.33M	20.08%	2
2023 Q3	$35.1M	Buy	1,490,247 +308,259	+26%	+$7.56M	18.65%	3
2023 Q2	$28.6M	Sell	1,181,988 -34,251	-3%	-$818K	17.26%	3
2023 Q1	$29.7M	Sell	1,216,239 -10,734	-0.9%	-$268K	18.39%	3
2022 Q4	$30.9M	Buy	1,226,973 +25,965	+2%	+$641K	18.74%	3
2022 Q3	$26.6M	Buy	1,201,008 +164,070	+16%	+$3.99M	11.29%	5
2022 Q2	$24.8M	Buy	+1,036,938	New	+$26.4M	10.39%	5

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

Reliant Wealth Planning's SCHD Position: Q4 2025 in Review

Reliant Wealth Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 1,664,663 shares — an estimated $45.4M sold.

Reliant Wealth Planning first reported a position in SCHD in Q2 2022 and held it in 14 quarters. The position peaked at $52.1M in Q3 2024. 1,943 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Reliant Wealth Planning reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Reliant Wealth Planning sold 1,664,663 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $45.4M.
Reliant Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 14 quarters.
Reliant Wealth Planning's Schwab US Dividend Equity ETF position peaked at $52.1M in Q3 2024.
1,943 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

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