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

Retirement Planning Group (New York)’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	$7.58M	Buy	239,184 +39,388	+20%	+$1.25M	4.13%	4
2026 Q1	$6.13M	Buy	199,796 +28,167	+16%	+$854K	3.95%	4
2025 Q4	$4.71M	Buy	171,629 +62,066	+57%	+$1.69M	3.21%	8
2025 Q3	$2.99M	Buy	109,563 +31,408	+40%	+$857K	2.24%	17
2025 Q2	$2.07M	Buy	78,155 +45,118	+137%	+$1.18M	1.82%	19
2025 Q1	$924K	Buy	+33,037	New	+$921K	0.94%	25

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

Retirement Planning Group (New York)'s SCHD Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q2 2026, buying an estimated $1.25M and bringing the position to 239,184 shares worth $7.58M. The position accounts for 4.13% of the portfolio, ranked #4.

Retirement Planning Group (New York) first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Retirement Planning Group (New York) held 239,184 shares of Schwab US Dividend Equity ETF worth $7.58M as of Q2 2026.
Retirement Planning Group (New York) bought 39,388 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.25M.
Schwab US Dividend Equity ETF made up 4.13% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #4 holding.
Retirement Planning Group (New York) first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.