Pacific Center for Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pacific Center for Financial Services’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	$627K	Buy	19,780 +9,735	+97%	+$309K	0.14%	57
2026 Q1	$308K	Buy	10,045 +213	+2%	+$6.46K	0.08%	71
2025 Q4	$268K	Hold	9,832	–	–	0.07%	83
2025 Q3	$268K	Buy	9,832 +94	+1%	+$2.56K	0.07%	83
2025 Q2	$258K	Buy	9,738 +95	+1%	+$2.48K	0.07%	83
2025 Q1	$270K	Buy	9,643 +85	+0.9%	+$2.37K	0.07%	75
2024 Q4	$261K	Buy	9,558 +90	+1%	+$2.56K	0.07%	73
2024 Q3	$267K	Buy	9,468 +180	+2%	+$4.9K	0.07%	69
2024 Q2	$241K	Hold	9,288	–	–	0.07%	71
2024 Q1	$250K	Buy	9,288 +72	+0.8%	+$1.86K	0.07%	70
2023 Q4	$234K	Buy	9,216 +93	+1%	+$2.22K	0.07%	72
2023 Q3	$215K	Buy	9,123 +84	+0.9%	+$2.06K	0.07%	73
2023 Q2	$219K	Buy	9,039 +81	+0.9%	+$1.94K	0.07%	75
2023 Q1	$218K	Buy	+8,958	New	+$224K	0.08%	73
2022 Q3	$195K	Buy	8,802 +81	+0.9%	+$1.97K	0.08%	76
2022 Q2	$208K	Buy	8,721 +84	+1%	+$2.14K	0.09%	76
2022 Q1	$227K	Buy	8,637 +54	+0.6%	+$1.41K	0.08%	70
2021 Q4	$231K	Buy	8,583 +69	+0.8%	+$1.79K	0.09%	69
2021 Q3	$211K	Buy	8,514 +66	+0.8%	+$1.68K	0.09%	69
2021 Q2	$213K	Buy	8,448 +60	+0.7%	+$1.51K	0.09%	66
2021 Q1	$204K	Buy	8,388 +57	+0.7%	+$1.3K	0.1%	65
2020 Q4	$178K	Buy	+8,331	New	+$169K	0.07%	68

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

Pacific Center for Financial Services's SCHD Position: Q2 2026 in Review

Pacific Center for Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 97% in Q2 2026, buying an estimated $309K and bringing the position to 19,780 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #57.

Pacific Center for Financial Services first reported a position in SCHD in Q4 2020 and has held it in 22 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pacific Center for Financial Services held 19,780 shares of Schwab US Dividend Equity ETF worth $627K as of Q2 2026.
Pacific Center for Financial Services bought 9,735 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $309K.
Schwab US Dividend Equity ETF made up 0.14% of Pacific Center for Financial Services's portfolio in Q2 2026, its #57 holding.
Pacific Center for Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 22 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.