Walled Lake Planning & Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Walled Lake Planning & Wealth Management’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	$14.9M	Buy	468,335 +6,139	+1%	+$195K	3.75%	9
2026 Q1	$14.2M	Buy	462,196 +8,246	+2%	+$250K	4.17%	7
2025 Q4	$12.5M	Buy	453,950 +4,324	+1%	+$118K	3.94%	6
2025 Q3	$12.3M	Buy	449,626 +30,936	+7%	+$844K	4.03%	5
2025 Q2	$11.1M	Buy	418,690 +5,005	+1%	+$131K	3.62%	6
2025 Q1	$11.6M	Sell	413,685 -1,955	-0.5%	-$54.5K	4.11%	4
2024 Q4	$11.4M	Buy	415,640 +7,229	+2%	+$206K	4.23%	4
2024 Q3	$11.5M	Buy	408,411 +5,568	+1%	+$152K	4.32%	4
2024 Q2	$10.4M	Sell	402,843 -13,278	-3%	-$346K	4.26%	4
2024 Q1	$11.2M	Sell	416,121 -705	-0.2%	-$18.2K	4.59%	3
2023 Q4	$10.6M	Buy	416,826 +1,761	+0.4%	+$42K	4.92%	3
2023 Q3	$9.79M	Sell	415,065 -197,256	-32%	-$4.84M	4.9%	3
2023 Q2	$14.8M	Buy	612,321 +9,615	+2%	+$230K	7.21%	2
2023 Q1	$14.7M	Buy	602,706 +180,120	+43%	+$4.5M	7.7%	2
2022 Q4	$10.6M	Sell	422,586 -504	-0.1%	-$12.4K	7.25%	1
2022 Q3	$9.37M	Buy	423,090 +10,473	+3%	+$254K	6.55%	1
2022 Q2	$9.85M	Buy	412,617 +5,082	+1%	+$129K	6.79%	1
2022 Q1	$10.7M	Buy	407,535 +288,756	+243%	+$7.56M	6.38%	1
2021 Q4	$3.2M	Buy	118,779 +3,690	+3%	+$95.9K	1.86%	24
2021 Q3	$2.85M	Buy	115,089 +5,814	+5%	+$148K	1.76%	25
2021 Q2	$2.75M	Buy	109,275 +2,526	+2%	+$63.8K	1.79%	24
2021 Q1	$2.6M	Buy	106,749 +2,430	+2%	+$55.3K	1.8%	24
2020 Q4	$2.23M	Buy	104,319 +2,427	+2%	+$49.2K	1.69%	24
2020 Q3	$1.88M	Buy	101,892 +10,686	+12%	+$197K	1.52%	24
2020 Q2	$1.57M	Buy	91,206 +1,287	+1%	+$21.7K	1.32%	23
2020 Q1	$1.35M	Buy	+89,919	New	+$1.61M	1.23%	24

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

Walled Lake Planning & Wealth Management's SCHD Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, buying an estimated $195K and bringing the position to 468,335 shares worth $14.9M. The position accounts for 3.75% of the portfolio, ranked #9.

Walled Lake Planning & Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Walled Lake Planning & Wealth Management held 468,335 shares of Schwab US Dividend Equity ETF worth $14.9M as of Q2 2026.
Walled Lake Planning & Wealth Management bought 6,139 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $195K.
Schwab US Dividend Equity ETF made up 3.75% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #9 holding.
Walled Lake Planning & Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.