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Summit Wealth & Retirement Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth & Retirement 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
Q1 		$679K Sell
22,124
-5,217
-19% -$158K 0.16% 49
2025
Q4 		$750K Buy
27,341
+495
+2% +$13.5K 0.18% 43
2025
Q3 		$733K Buy
26,846
+453
+2% +$12.4K 0.18% 42
2025
Q2 		$699K Buy
26,393
+66
+0.3% +$1.72K 0.19% 40
2025
Q1 		$736K Buy
26,327
+147
+0.6% +$4.1K 0.23% 34
2024
Q4 		$715K Sell
26,180
-445
-2% -$12.7K 0.22% 31
2024
Q3 		$750K Buy
26,625
+477
+2% +$13K 0.24% 28
2024
Q2 		$678K Sell
26,148
-318
-1% -$8.28K 0.23% 28
2024
Q1 		$711K Sell
26,466
-11,385
-30% -$294K 0.25% 29
2023
Q4 		$961K Buy
37,851
+1,734
+5% +$41.3K 0.41% 23
2023
Q3 		$852K Buy
36,117
+2,544
+8% +$62.4K 0.34% 27
2023
Q2 		$813K Buy
33,573
+4,758
+17% +$114K 0.32% 29
2023
Q1 		$703K Buy
28,815
+162
+0.6% +$4.05K 0.26% 42
2022
Q4 		$722K Sell
28,653
-3,564
-11% -$88K 0.29% 42
2022
Q3 		$713K Sell
32,217
-11,181
-26% -$272K 0.28% 45
2022
Q2 		$1.04M Sell
43,398
-1,116
-3% -$28.4K 0.4% 38
2022
Q1 		$1.17M Sell
44,514
-2,769
-6% -$72.5K 0.41% 40
2021
Q4 		$1.27M Sell
47,283
-753
-2% -$19.6K 0.44% 35
2021
Q3 		$1.19M Buy
48,036
+318
+0.7% +$8.08K 0.44% 37
2021
Q2 		$1.2M Sell
47,718
-3,051
-6% -$77K 0.45% 39
2021
Q1 		$1.23M Buy
50,769
+2,283
+5% +$51.9K 0.46% 37
2020
Q4 		$1.04M Sell
48,486
-711
-1% -$14.4K 0.39% 47
2020
Q3 		$907K Sell
49,197
-42
-0.1% -$773 0.39% 45
2020
Q2 		$849K Sell
49,239
-10,770
-18% -$182K 0.4% 53
2020
Q1 		$900K Buy
60,009
+72
+0.1% +$1.29K 0.48% 45
2019
Q4 		$1.16M Buy
59,937
+5,802
+11% +$109K 0.52% 41
2019
Q3 		$988K Sell
54,135
-9,084
-14% -$163K 0.6% 37
2019
Q2 		$1.12M Buy
63,219
+330
+0.5% +$5.8K 0.65% 35
2019
Q1 		$1.1M Buy
62,889
+3,912
+7% +$65.8K 0.65% 37
2018
Q4 		$923K Buy
+58,977
New +$983K 0.7% 35

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Wealth & Retirement Planning's SCHD Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q1 2026, selling an estimated $158K and leaving 22,124 shares worth $679K. The position accounts for 0.16% of the portfolio, ranked #49.

Summit Wealth & Retirement Planning first reported a position in SCHD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Summit Wealth & Retirement Planning held 22,124 shares of Schwab US Dividend Equity ETF worth $679K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 5,217 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $158K.
  • Schwab US Dividend Equity ETF made up 0.16% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #49 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Schwab US Dividend Equity ETF position peaked at $1.27M in Q4 2021.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.