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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q1 2026, buying an estimated $854K and bringing the position to 199,796 shares worth $6.13M. The position accounts for 3.95% of the portfolio, ranked #4.

Retirement Planning Group (New York) first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Retirement Planning Group (New York) held 199,796 shares of Schwab US Dividend Equity ETF worth $6.13M as of Q1 2026.
Retirement Planning Group (New York) bought 28,167 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $854K.
Schwab US Dividend Equity ETF made up 3.95% of Retirement Planning Group (New York)'s portfolio in Q1 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 5 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.