P.J. Schmidt Investment Management (PJS)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$846K	Buy	26,666 +1,415	+6%	+$44.9K	0.13%	89
2026 Q1	$775K	Sell	25,251 -588	-2%	-$17.8K	0.13%	91
2025 Q4	$709K	Sell	25,839 -850	-3%	-$23.1K	0.12%	95
2025 Q3	$729K	Sell	26,689 -1,570	-6%	-$42.8K	0.12%	91
2025 Q2	$749K	Buy	28,259 +44	+0.2%	+$1.15K	0.13%	91
2025 Q1	$789K	Sell	28,215 -3,838	-12%	-$107K	0.14%	84
2024 Q4	$876K	Sell	32,053 -3,824	-11%	-$109K	0.15%	81
2024 Q3	$1.01M	Buy	35,877 +180	+0.5%	+$4.9K	0.17%	74
2024 Q2	$925K	Buy	35,697 +1,566	+5%	+$40.8K	0.17%	73
2024 Q1	$917K	Buy	34,131 +2,895	+9%	+$74.8K	0.17%	76
2023 Q4	$802K	Buy	31,236 +10,974	+54%	+$262K	0.16%	79
2023 Q3	$473K	Sell	20,262 -2,106	-9%	-$51.7K	0.1%	106
2023 Q2	$562K	Buy	22,368 +8,055	+56%	+$192K	0.11%	101
2023 Q1	$343K	Buy	14,313 +3,786	+36%	+$94.7K	0.07%	136
2022 Q4	$265K	Buy	+10,527	New	+$260K	0.06%	150

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

P.J. Schmidt Investment Management (PJS)'s SCHD Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q2 2026, buying an estimated $44.9K and bringing the position to 26,666 shares worth $846K. The position accounts for 0.13% of the portfolio, ranked #89.

P.J. Schmidt Investment Management (PJS) first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 26,666 shares of Schwab US Dividend Equity ETF worth $846K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 1,415 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.9K.
Schwab US Dividend Equity ETF made up 0.13% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #89 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
P.J. Schmidt Investment Management (PJS)'s Schwab US Dividend Equity ETF position peaked at $1.01M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.