PIAS
PCA Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Sell |
220,727
-6,720
| -3% | -$178K | 2.46% | 12 |
|
|
2025
Q1 | $6.36M | Buy |
227,447
+1,604
| +0.7% | +$44.8K | 3.36% | 9 |
|
|
2024
Q4 | $6.17M | Buy |
225,843
+153,118
| +211% | +$4.18M | 2.86% | 8 |
|
|
2024
Q3 | $6.15M | Buy |
72,725
+202
| +0.3% | +$17.1K | 2.9% | 8 |
|
|
2024
Q2 | $5.64M | Buy |
72,523
+3,569
| +5% | +$278K | 2.95% | 8 |
|
|
2024
Q1 | $5.56M | Buy |
68,954
+4,532
| +7% | +$365K | 3.13% | 8 |
|
|
2023
Q4 | $4.9M | Sell |
64,422
-3,206
| -5% | -$244K | 3.24% | 8 |
|
|
2023
Q3 | $4.79M | Buy |
67,628
+1,317
| +2% | +$93.2K | 3.41% | 7 |
|
|
2023
Q2 | $4.82M | Sell |
66,311
-1,457
| -2% | -$106K | 2.87% | 7 |
|
|
2023
Q1 | $4.96M | Buy |
+67,768
| New | +$4.96M | 3.51% | 7 |
|