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

Waller 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 		$20.4M Sell
642,281
-102,021
-14% -$3.24M 4.19% 9
2026
Q1 		$22.8M Buy
744,302
+36,631
+5% +$1.11M 5.04% 9
2025
Q4 		$19.4M Sell
707,671
-25,809
-4% -$702K 4.31% 9
2025
Q3 		$20M Buy
733,480
+4,628
+0.6% +$126K 4.59% 9
2025
Q2 		$19.3M Buy
728,852
+152,333
+26% +$3.98M 4.67% 9
2025
Q1 		$16.1M Sell
576,519
-102,289
-15% -$2.85M 4.53% 9
2024
Q4 		$18.5M Buy
678,808
+4,420
+0.7% +$126K 4.67% 9
2024
Q3 		$19M Buy
674,388
+8,754
+1% +$238K 4.71% 10
2024
Q2 		$17.3M Buy
665,634
+20,136
+3% +$524K 4.64% 10
2024
Q1 		$17.3M Buy
645,498
+94,014
+17% +$2.43M 4.62% 9
2023
Q4 		$14M Sell
551,484
-9,426
-2% -$225K 3.68% 11
2023
Q3 		$13.2M Sell
560,910
-726
-0.1% -$17.8K 3.85% 11
2023
Q2 		$13.6M Buy
561,636
+17,439
+3% +$417K 3.75% 11
2023
Q1 		$13.3M Buy
544,197
+1,896
+0.3% +$47.4K 3.76% 11
2022
Q4 		$13.7M Sell
542,301
-3,672
-0.7% -$90.6K 3.96% 10
2022
Q3 		$12.1M Buy
545,973
+531
+0.1% +$12.9K 3.7% 10
2022
Q2 		$13M Buy
+545,442
New +$13.9M 3.81% 10

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Waller Financial Planning Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, selling an estimated $3.24M and leaving 642,281 shares worth $20.4M. The position accounts for 4.19% of the portfolio, ranked #9.

Waller Financial Planning Group first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.8M in Q1 2026. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Waller Financial Planning Group held 642,281 shares of Schwab US Dividend Equity ETF worth $20.4M as of Q2 2026.
  • Waller Financial Planning Group sold 102,021 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.24M.
  • Schwab US Dividend Equity ETF made up 4.19% of Waller Financial Planning Group's portfolio in Q2 2026, its #9 holding.
  • Waller Financial Planning Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Waller Financial Planning Group's Schwab US Dividend Equity ETF position peaked at $22.8M in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.