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Zynergy Retirement Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Zynergy Retirement Planning’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 		$437K Hold
13,779
– – 0.24% 19
2026
Q1 		$423K Sell
13,779
-1,520
-10% -$46.1K 0.26% 19
2025
Q4 		$420K Buy
15,299
+209
+1% +$5.68K 0.26% 19
2025
Q3 		$412K Sell
15,090
-187
-1% -$5.1K 0.26% 20
2025
Q2 		$405K Sell
15,277
-1,679
-10% -$43.8K 0.27% 18
2025
Q1 		$463K Buy
16,956
+11,408
+206% +$318K 0.33% 16
2024
Q4 		$469K Sell
5,548
-11,096
-67% -$315K 0.33% 19
2024
Q3 		$469K Hold
16,644
– – 0.33% 19
2024
Q2 		$431K Buy
+16,644
New +$433K 0.33% 18

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Zynergy Retirement Planning's SCHD Position: Q2 2026 in Review

Zynergy Retirement Planning held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 13,779 shares worth $437K. The position accounts for 0.24% of the portfolio, ranked #19.

Zynergy Retirement Planning first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $469K in Q4 2024. 1,179 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Zynergy Retirement Planning held 13,779 shares of Schwab US Dividend Equity ETF worth $437K as of Q2 2026.
  • Zynergy Retirement Planning left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.24% of Zynergy Retirement Planning's portfolio in Q2 2026, its #19 holding.
  • Zynergy Retirement Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • Zynergy Retirement Planning's Schwab US Dividend Equity ETF position peaked at $469K in Q4 2024.
  • 1,179 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.