Stonebridge Financial Planning Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stonebridge Financial Planning Group’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	$2.64M	Sell	83,222 -5,761	-6%	-$183K	0.84%	29
2026 Q1	$2.73M	Hold	88,983	–	–	1%	26
2025 Q4	$2.44M	Sell	88,983 -1,076	-1%	-$29.3K	0.88%	29
2025 Q3	$2.46M	Sell	90,059 -1,822	-2%	-$49.7K	0.92%	28
2025 Q2	$2.43M	Sell	91,881 -494	-0.5%	-$12.9K	1.02%	28
2025 Q1	$2.58M	Sell	92,375 -690	-0.7%	-$19.2K	1.18%	23
2024 Q4	$2.54M	Buy	93,065 +17,237	+23%	+$490K	1.14%	23
2024 Q3	$2.14M	Buy	75,828 +1,290	+2%	+$35.1K	1.02%	27
2024 Q2	$1.93M	Sell	74,538 -8,136	-10%	-$212K	0.97%	29
2024 Q1	$2.22M	Sell	82,674 -4,764	-5%	-$123K	1.17%	19
2023 Q4	$2.22M	Buy	87,438 +6,936	+9%	+$165K	1.28%	16
2023 Q3	$1.9M	Sell	80,502 -7,014	-8%	-$172K	1.22%	25
2023 Q2	$2.12M	Sell	87,516 -4,269	-5%	-$102K	1.29%	24
2023 Q1	$2.24M	Buy	91,785 +7,149	+8%	+$179K	1.44%	20
2022 Q4	$2.13M	Buy	84,636 +10,635	+14%	+$263K	1.42%	18
2022 Q3	$1.64M	Buy	74,001 +13,680	+23%	+$332K	1.15%	27
2022 Q2	$1.44M	Buy	+60,321	New	+$1.53M	0.98%	30
2022 Q1	–	Sell	-1,062	Closed	-$28K	–	317
2021 Q4	$28K	Hold	1,062	–	–	0.01%	271
2021 Q3	$28K	Sell	1,062 -750	-41%	-$19.1K	0.01%	276
2021 Q2	$46K	Buy	1,812 +750	+71%	+$18.9K	0.02%	216
2021 Q1	$26K	Buy	+1,062	New	+$24.2K	0.02%	279

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

Stonebridge Financial Planning Group's SCHD Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q2 2026, selling an estimated $183K and leaving 83,222 shares worth $2.64M. The position accounts for 0.84% of the portfolio, ranked #29.

Stonebridge Financial Planning Group first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.73M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stonebridge Financial Planning Group held 83,222 shares of Schwab US Dividend Equity ETF worth $2.64M as of Q2 2026.
Stonebridge Financial Planning Group sold 5,761 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $183K.
Schwab US Dividend Equity ETF made up 0.84% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #29 holding.
Stonebridge Financial Planning Group first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
Stonebridge Financial Planning Group's Schwab US Dividend Equity ETF position peaked at $2.73M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.