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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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. 1,179 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.
1,179 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.