PCA Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.74M Sell
187,017
-8,131
-4% -$247K 1.91% 12
2025
Q4
$5.35M Sell
195,148
-22,454
-10% -$611K 1.87% 13
2025
Q3
$5.94M Sell
217,602
-3,125
-1% -$85.3K 2.2% 13
2025
Q2
$5.85M Sell
220,727
-6,720
-3% -$175K 2.46% 12
2025
Q1
$6.36M Buy
227,447
+1,604
+0.7% +$44.7K 3.36% 9
2024
Q4
$6.17M Buy
225,843
+7,668
+4% +$218K 2.86% 8
2024
Q3
$6.15M Buy
218,175
+606
+0.3% +$16.5K 2.9% 8
2024
Q2
$5.64M Buy
217,569
+10,707
+5% +$279K 2.95% 8
2024
Q1
$5.56M Buy
206,862
+13,596
+7% +$351K 3.13% 8
2023
Q4
$4.9M Sell
193,266
-9,618
-5% -$229K 3.24% 8
2023
Q3
$4.79M Buy
202,884
+3,951
+2% +$97K 3.41% 7
2023
Q2
$4.82M Sell
198,933
-4,371
-2% -$104K 2.87% 7
2023
Q1
$4.96M Buy
+203,304
New +$5.08M 3.51% 7

Other funds holding SCHD

PCA Investment Advisory Services's SCHD Position: Q1 2026 in Review

PCA Investment Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q1 2026, selling an estimated $247K and leaving 187,017 shares worth $5.74M. The position accounts for 1.91% of the portfolio, ranked #12.

PCA Investment Advisory Services first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.36M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • PCA Investment Advisory Services held 187,017 shares of Schwab US Dividend Equity ETF worth $5.74M as of Q1 2026.
  • PCA Investment Advisory Services sold 8,131 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $247K.
  • Schwab US Dividend Equity ETF made up 1.91% of PCA Investment Advisory Services's portfolio in Q1 2026, its #12 holding.
  • PCA Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • PCA Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $6.36M in Q1 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.