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 Q2	$12.1M	Buy	380,233 +212,564	+127%	+$6.74M	0.6%	44
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

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

WealthPlan Investment Management's SCHD Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 127% in Q2 2026, buying an estimated $6.74M and bringing the position to 380,233 shares worth $12.1M. The position accounts for 0.6% of the portfolio, ranked #44.

WealthPlan Investment Management first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthPlan Investment Management held 380,233 shares of Schwab US Dividend Equity ETF worth $12.1M as of Q2 2026.
WealthPlan Investment Management bought 212,564 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.74M.
Schwab US Dividend Equity ETF made up 0.6% of WealthPlan Investment Management's portfolio in Q2 2026, its #44 holding.
WealthPlan Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.