PWSG
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Pacific Wealth Strategies Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pacific Wealth Strategies Group’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 		$1.62M Buy
51,235
+1,610
+3% +$51.1K 0.93% 34
2026
Q1 		$1.52M Sell
49,625
-1,945
-4% -$59K 0.95% 27
2025
Q4 		$1.41M Sell
51,570
-2,781
-5% -$75.6K 0.8% 27
2025
Q3 		$1.48M Buy
54,351
+55
+0.1% +$1.5K 0.91% 24
2025
Q2 		$1.44M Sell
54,296
-2,895
-5% -$75.6K 0.94% 24
2025
Q1 		$1.6M Buy
57,191
+772
+1% +$21.5K 1.19% 23
2024
Q4 		$1.54M Buy
56,419
+1,507
+3% +$42.8K 1.07% 23
2024
Q3 		$1.55M Buy
54,912
+510
+0.9% +$13.9K 1.15% 25
2024
Q2 		$1.41M Buy
54,402
+528
+1% +$13.7K 1.16% 22
2024
Q1 		$1.45M Buy
53,874
+888
+2% +$22.9K 1.21% 23
2023
Q4 		$1.34M Buy
52,986
+960
+2% +$22.9K 1.28% 22
2023
Q3 		$1.23M Sell
52,026
-11,571
-18% -$284K 1.29% 24
2023
Q2 		$1.54M Buy
63,597
+381
+0.6% +$9.1K 1.58% 16
2023
Q1 		$1.54M Buy
63,216
+1,590
+3% +$39.8K 1.76% 15
2022
Q4 		$1.55M Sell
61,626
-120
-0.2% -$2.96K 2.08% 15
2022
Q3 		$1.37M Sell
61,746
-4,482
-7% -$109K 1.9% 16
2022
Q2 		$1.58M Buy
66,228
+357
+0.5% +$9.08K 2.04% 17
2022
Q1 		$1.73M Sell
65,871
-39,042
-37% -$1.02M 0.73% 32
2021
Q4 		$2.83M Buy
104,913
+1,887
+2% +$49K 0.98% 31
2021
Q3 		$2.55M Buy
103,026
+924
+0.9% +$23.5K 0.94% 35
2021
Q2 		$2.57M Sell
102,102
-2,697
-3% -$68.1K 0.99% 34
2021
Q1 		$2.55M Sell
104,799
-7,722
-7% -$176K 1.07% 32
2020
Q4 		$2.47M Sell
112,521
-1,572
-1% -$31.9K 1.07% 31
2020
Q3 		$2.1M Sell
114,093
-2,997
-3% -$55.1K 1.11% 31
2020
Q2 		$2.02M Sell
117,090
-7,182
-6% -$121K 1.12% 32
2020
Q1 		$1.86M Buy
124,272
+867
+0.7% +$15.6K 1.27% 29
2019
Q4 		$2.38M Buy
123,405
+43,167
+54% +$809K 1.32% 28
2019
Q3 		$1.47M Buy
80,238
+501
+0.6% +$8.97K 0.9% 41
2019
Q2 		$1.41M Hold
79,737
– – 0.88% 41
2019
Q1 		$1.39M Buy
79,737
+10,521
+15% +$177K 0.9% 42
2018
Q4 		$1.08M Buy
69,216
+15
+0% +$250 0.78% 51
2018
Q3 		$1.22M Buy
69,201
+3,516
+5% +$60.8K 0.78% 48
2018
Q2 		$1.08M Sell
65,685
-5,340
-8% -$87.9K 0.74% 49
2018
Q1 		$1.16M Sell
71,025
-13,269
-16% -$226K 0.83% 48
2017
Q4 		$1.44M Sell
84,294
-8,130
-9% -$134K 1.02% 39
2017
Q3 		$1.44M Buy
92,424
+8,526
+10% +$130K 1.14% 31
2017
Q2 		$1.26M Buy
83,898
+14,391
+21% +$216K 1.08% 36
2017
Q1 		$1.03M Buy
69,507
+39,330
+130% +$580K 0.9% 39
2016
Q4 		$438K Buy
+30,177
New +$428K 0.43% 53

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Pacific Wealth Strategies Group's SCHD Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2026, buying an estimated $51.1K and bringing the position to 51,235 shares worth $1.62M. The position accounts for 0.93% of the portfolio, ranked #34.

Pacific Wealth Strategies Group first reported a position in SCHD in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.83M in Q4 2021. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Pacific Wealth Strategies Group held 51,235 shares of Schwab US Dividend Equity ETF worth $1.62M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 1,610 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $51.1K.
  • Schwab US Dividend Equity ETF made up 0.93% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #34 holding.
  • Pacific Wealth Strategies Group first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • Pacific Wealth Strategies Group's Schwab US Dividend Equity ETF position peaked at $2.83M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.