WealthPlan Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthPlan Investment 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 Q1	$5.14M	Buy	167,669 +26,024	+18%	+$789K	0.29%	82
2025 Q4	$3.89M	Sell	141,645 -13,709	-9%	-$373K	0.25%	97
2025 Q3	$4.24M	Sell	155,354 -107,736	-41%	-$2.94M	0.28%	94
2025 Q2	$6.97M	Buy	263,090 +16,289	+7%	+$425K	0.51%	67
2025 Q1	$6.9M	Buy	246,801 +189,123	+328%	+$5.27M	0.68%	59
2024 Q4	$1.58M	Buy	57,678 +2,712	+5%	+$77.1K	0.16%	114
2024 Q3	$1.55M	Buy	54,966 +11,406	+26%	+$311K	0.16%	109
2024 Q2	$1.13M	Buy	43,560 +657	+2%	+$17.1K	0.17%	94
2024 Q1	$1.15M	Sell	42,903 -2,361	-5%	-$61K	0.18%	91
2023 Q4	$1.15M	Buy	45,264 +1,764	+4%	+$42K	0.18%	94
2023 Q3	$1.03M	Buy	43,500 +28,395	+188%	+$697K	0.18%	85
2023 Q2	$366K	Sell	15,105 -32,496	-68%	-$776K	0.11%	106
2023 Q1	$1.16M	Sell	47,601 -208,320	-81%	-$5.21M	0.2%	81
2022 Q4	$6.62M	Buy	255,921 +4,158	+2%	+$103K	0.46%	59
2022 Q3	$6.38M	Buy	+251,763	New	+$6.12M	0.47%	62
2022 Q1	$6.02M	Buy	+238,731	New	+$6.25M	0.42%	69

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthPlan Investment Management's SCHD Position: Q1 2026 in Review

WealthPlan Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q1 2026, buying an estimated $789K and bringing the position to 167,669 shares worth $5.14M. The position accounts for 0.29% of the portfolio, ranked #82.

WealthPlan Investment Management first reported a position in SCHD in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.97M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

WealthPlan Investment Management held 167,669 shares of Schwab US Dividend Equity ETF worth $5.14M as of Q1 2026.
WealthPlan Investment Management bought 26,024 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $789K.
Schwab US Dividend Equity ETF made up 0.29% of WealthPlan Investment Management's portfolio in Q1 2026, its #82 holding.
WealthPlan Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Schwab US Dividend Equity ETF position peaked at $6.97M in Q2 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.