S.E.E.D. Planning Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
S.E.E.D. Planning Group's SCHD Position: Q1 2026 in Review
S.E.E.D. Planning Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 116% in Q1 2026, buying an estimated $263K and bringing the position to 16,171 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #62.
S.E.E.D. Planning Group first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- S.E.E.D. Planning Group held 16,171 shares of Schwab US Dividend Equity ETF worth $496K as of Q1 2026.
- S.E.E.D. Planning Group bought 8,671 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $263K.
- Schwab US Dividend Equity ETF made up 0.14% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #62 holding.
- S.E.E.D. Planning Group first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.