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

Ridgeline 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
2026
Q2 		$395K Sell
12,461
-460
-4% -$14.6K 0.25% 36
2026
Q1 		$396K Sell
12,921
-102
-0.8% -$3.09K 0.29% 36
2025
Q4 		$357K Sell
13,023
-1,245
-9% -$33.9K 0.25% 39
2025
Q3 		$390K Sell
14,268
-1,085
-7% -$29.6K 0.29% 30
2025
Q2 		$407K Sell
15,353
-1,474
-9% -$38.5K 0.33% 29
2025
Q1 		$470K Sell
16,827
-697
-4% -$19.4K 0.46% 21
2024
Q4 		$479K Buy
+17,524
New +$498K 0.46% 22

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ridgeline Wealth Planning's SCHD Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, selling an estimated $14.6K and leaving 12,461 shares worth $395K. The position accounts for 0.25% of the portfolio, ranked #36.

Ridgeline Wealth Planning first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Ridgeline Wealth Planning held 12,461 shares of Schwab US Dividend Equity ETF worth $395K as of Q2 2026.
  • Ridgeline Wealth Planning sold 460 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $14.6K.
  • Schwab US Dividend Equity ETF made up 0.25% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #36 holding.
  • Ridgeline Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Ridgeline Wealth Planning's Schwab US Dividend Equity ETF position peaked at $479K in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.