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

Total 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
2025
Q4 		– Sell
-138,351
Closed -$3.78M – 90
2025
Q3 		$3.78M Buy
138,351
+16,085
+13% +$439K 0.44% 37
2025
Q2 		$3.24M Buy
+122,266
New +$3.19M 0.41% 40

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Total Wealth Planning's SCHD Position: Q4 2025 in Review

Total Wealth Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 138,351 shares — an estimated $3.78M sold.

Total Wealth Planning first reported a position in SCHD in Q2 2025 and held it in 2 quarters. The position peaked at $3.78M in Q3 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Total Wealth Planning reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 138,351 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $3.78M.
  • Total Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning's Schwab US Dividend Equity ETF position peaked at $3.78M in Q3 2025.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.