Park Edge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Park Edge Advisors’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	$2.12M	Buy	66,837 +1,163	+2%	+$36.9K	0.45%	47
2026 Q1	$2.01M	Buy	65,674 +47	+0.1%	+$1.43K	0.46%	37
2025 Q4	$1.8M	Buy	65,627 +4,397	+7%	+$120K	0.41%	52
2025 Q3	$1.67M	Buy	61,230 +4,454	+8%	+$122K	0.39%	52
2025 Q2	$1.5M	Buy	56,776 +2,399	+4%	+$62.7K	0.39%	52
2025 Q1	$1.52M	Buy	+54,377	New	+$1.52M	0.42%	43
2023 Q4	–	Sell	-8,676	Closed	-$205K	–	122
2023 Q3	$205K	Hold	8,676	–	–	0.07%	98
2023 Q2	$210K	Sell	8,676 -3,453	-28%	-$82.5K	0.07%	96
2023 Q1	$296K	Hold	12,129	–	–	0.11%	78
2022 Q4	$305K	Buy	+12,129	New	+$299K	0.13%	70

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

Park Edge Advisors's SCHD Position: Q2 2026 in Review

Park Edge Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $36.9K and bringing the position to 66,837 shares worth $2.12M. The position accounts for 0.45% of the portfolio, ranked #47.

Park Edge Advisors first reported a position in SCHD in Q4 2022 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Park Edge Advisors held 66,837 shares of Schwab US Dividend Equity ETF worth $2.12M as of Q2 2026.
Park Edge Advisors bought 1,163 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $36.9K.
Schwab US Dividend Equity ETF made up 0.45% of Park Edge Advisors's portfolio in Q2 2026, its #47 holding.
Park Edge Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.