WealthPLAN Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthPLAN Partners’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	$6.1M	Buy	192,517 +5,529	+3%	+$175K	1.17%	18
2026 Q1	$5.74M	Sell	186,988 -6,585	-3%	-$200K	1.11%	20
2025 Q4	$5.31M	Sell	193,573 -19,159	-9%	-$521K	0.79%	30
2025 Q3	$5.81M	Buy	212,732 +2,579	+1%	+$70.4K	0.87%	28
2025 Q2	$5.57M	Sell	210,153 -5,655	-3%	-$148K	0.9%	25
2025 Q1	$6.03M	Sell	215,808 -1,747	-0.8%	-$48.7K	0.85%	31
2024 Q4	$5.94M	Buy	217,555 +11,635	+6%	+$331K	0.84%	29
2024 Q3	$5.8M	Buy	205,920 +13,812	+7%	+$376K	0.78%	32
2024 Q2	$4.98M	Buy	192,108 +7,170	+4%	+$187K	0.53%	52
2024 Q1	$4.97M	Sell	184,938 -6,597	-3%	-$170K	0.51%	61
2023 Q4	$4.86M	Sell	191,535 -5,703	-3%	-$136K	0.5%	62
2023 Q3	$4.65M	Buy	197,238 +2,652	+1%	+$65.1K	0.54%	59
2023 Q2	$4.71M	Sell	194,586 -8,046	-4%	-$192K	0.67%	31
2023 Q1	$4.94M	Sell	202,632 -53,418	-21%	-$1.34M	0.56%	52
2022 Q4	$6.58M	Buy	+256,050	New	+$6.32M	0.46%	59
2022 Q1	$6.02M	Buy	238,731 +21,582	+10%	+$565K	0.42%	69
2021 Q4	$5.69M	Buy	217,149 +9,300	+4%	+$242K	0.37%	70
2021 Q3	$5.43M	Sell	207,849 -816	-0.4%	-$20.7K	0.36%	73
2021 Q2	$5.4M	Buy	208,665 +579	+0.3%	+$14.6K	0.38%	70
2021 Q1	$5.25M	Buy	208,086 +72,777	+54%	+$1.66M	0.41%	68
2020 Q4	$2.96M	Sell	135,309 -29,769	-18%	-$604K	0.25%	78
2020 Q3	$3.32M	Sell	165,078 -204,690	-55%	-$3.77M	0.32%	78
2020 Q2	$7.05M	Sell	369,768 -7,890	-2%	-$133K	0.73%	41
2020 Q1	$6.23M	Sell	377,658 -25,857	-6%	-$464K	0.81%	41
2019 Q4	$7.95M	Sell	403,515 -10,791	-3%	-$202K	0.94%	24
2019 Q3	$7.82M	Buy	414,306 +26,565	+7%	+$475K	1.07%	20
2019 Q2	$6.78M	Buy	387,741 +15,621	+4%	+$275K	1.02%	20
2019 Q1	$6.47M	Buy	372,120 +5,229	+1%	+$87.9K	1.01%	22
2018 Q4	$6.33M	Buy	366,891 +102,117	+39%	+$1.7M	1.02%	21
2018 Q3	$4.38M	Sell	264,774 -2,556	-1%	-$44.2K	0.8%	34
2018 Q2	$4.39M	Buy	267,330 +26,562	+11%	+$437K	0.9%	31
2018 Q1	$3.94M	Buy	+240,768	New	+$4.11M	0.86%	28
2016 Q3	$125K	Sell	9,000 -9,000	-50%	-$127K	0.04%	207
2016 Q2	$124K	Buy	+18,000	New	+$243K	0.02%	539
2015 Q2	$1K	Buy	+72	New	+$953	﹤0.01%	410

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 Partners's SCHD Position: Q2 2026 in Review

WealthPLAN Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $175K and bringing the position to 192,517 shares worth $6.1M. The position accounts for 1.17% of the portfolio, ranked #18.

WealthPLAN Partners first reported a position in SCHD in Q2 2015 and has held it in 35 quarters since. The position peaked at $7.95M in Q4 2019. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

WealthPLAN Partners held 192,517 shares of Schwab US Dividend Equity ETF worth $6.1M as of Q2 2026.
WealthPLAN Partners bought 5,529 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $175K.
Schwab US Dividend Equity ETF made up 1.17% of WealthPLAN Partners's portfolio in Q2 2026, its #18 holding.
WealthPLAN Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and has held it in 35 quarters since.
WealthPLAN Partners's Schwab US Dividend Equity ETF position peaked at $7.95M in Q4 2019.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.