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Retirement Planning Group (Kansas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$2.11M Sell
68,799
-5,249
-7% -$159K 0.07% 131
2025
Q4 		$2.03M Buy
74,048
+209
+0.3% +$5.68K 0.07% 117
2025
Q3 		$2.02M Buy
73,839
+50,716
+219% +$1.38M 0.07% 111
2025
Q2 		$613K Buy
23,123
+119
+0.5% +$3.11K 0.03% 196
2025
Q1 		$643K Sell
23,004
-6,978
-23% -$195K 0.03% 176
2024
Q4 		$819K Buy
29,982
+6,759
+29% +$192K 0.04% 144
2024
Q3 		$654K Sell
23,223
-6,021
-21% -$164K 0.04% 159
2024
Q2 		$758K Buy
29,244
+6,657
+29% +$173K 0.05% 121
2024
Q1 		$607K Sell
22,587
-1,548
-6% -$40K 0.05% 131
2023
Q4 		$612K Buy
+24,135
New +$575K 0.05% 105
2020
Q1 		– Sell
-16,476
Closed -$318K – 70
2019
Q4 		$318K Hold
16,476
– – 0.06% 59
2019
Q3 		$301K Hold
16,476
– – 0.06% 55
2019
Q2 		$291K Hold
16,476
– – 0.07% 53
2019
Q1 		$287K Sell
16,476
-1,107
-6% -$18.6K 0.07% 53
2018
Q4 		$275K Hold
17,583
– – 0.07% 53
2018
Q3 		$311K Hold
17,583
– – 0.08% 40
2018
Q2 		$289K Sell
17,583
-1,173
-6% -$19.3K 0.08% 42
2018
Q1 		$307K Sell
18,756
-1,851
-9% -$31.6K 0.08% 38
2017
Q4 		$351K Sell
20,607
-126
-0.6% -$2.07K 0.1% 38
2017
Q3 		$323K Hold
20,733
– – 0.09% 38
2017
Q2 		$312K Sell
20,733
-3,669
-15% -$55K 0.09% 39
2017
Q1 		$363K Buy
24,402
+195
+0.8% +$2.87K 0.11% 39
2016
Q4 		$352K Buy
24,207
+234
+1% +$3.32K 0.11% 39
2016
Q3 		$338K Buy
23,973
+348
+1% +$4.91K 0.11% 40
2016
Q2 		$326K Buy
+23,625
New +$318K 0.11% 44

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.1% in Q1 2026, selling an estimated $159K and leaving 68,799 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #131.

Retirement Planning Group (Kansas) first reported a position in SCHD in Q2 2016 and has held it in 25 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Retirement Planning Group (Kansas) held 68,799 shares of Schwab US Dividend Equity ETF worth $2.11M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 5,249 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $159K.
  • Schwab US Dividend Equity ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #131 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 25 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.