Planning Strategies Inc.’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Planning Strategies Inc.’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	$417K	Buy	+13,156	New	+$417K	0.26%	45

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s SCHD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 13,156 shares worth $417K. The stake represents 0.26% of the portfolio and ranks #45 among its holdings.

935 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Planning Strategies Inc. held 13,156 shares of Schwab US Dividend Equity ETF worth $417K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Planning Strategies Inc. position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.26% of Planning Strategies Inc.'s portfolio in Q2 2026, its #45 holding.
935 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.