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Petra Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Petra Financial 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 		$1.57M Sell
49,630
-4,263
-8% -$135K 0.73% 39
2026
Q1 		$1.65M Sell
53,893
-18,323
-25% -$556K 1.02% 23
2025
Q4 		$1.98M Buy
72,216
+288
+0.4% +$7.83K 1.16% 17
2025
Q3 		$1.96M Sell
71,928
-6,588
-8% -$180K 1.14% 16
2025
Q2 		$2.08M Sell
78,516
-2,005
-2% -$52.4K 1.32% 14
2025
Q1 		$2.25M Buy
80,521
+764
+1% +$21.3K 1.85% 11
2024
Q4 		$2.18M Buy
79,757
+4,562
+6% +$130K 1.48% 17
2024
Q3 		$2.12M Buy
75,195
+6,288
+9% +$171K 1.4% 16
2024
Q2 		$1.79M Buy
68,907
+3,675
+6% +$95.7K 1.28% 18
2024
Q1 		$1.75M Buy
65,232
+24
+0% +$620 1.29% 20
2023
Q4 		$1.65M Sell
65,208
-3,045
-4% -$72.6K 1.38% 19
2023
Q3 		$1.61M Buy
68,253
+510
+0.8% +$12.5K 1.34% 20
2023
Q2 		$1.64M Buy
+67,743
New +$1.62M 1.46% 19
2023
Q1 		– Sell
-62,448
Closed -$1.57M – 95
2022
Q4 		$1.57M Buy
+62,448
New +$1.54M 1.73% 19

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Petra Financial Advisors's SCHD Position: Q2 2026 in Review

Petra Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q2 2026, selling an estimated $135K and leaving 49,630 shares worth $1.57M. The position accounts for 0.73% of the portfolio, ranked #39.

Petra Financial Advisors first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2025. 1,062 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Petra Financial Advisors held 49,630 shares of Schwab US Dividend Equity ETF worth $1.57M as of Q2 2026.
  • Petra Financial Advisors sold 4,263 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $135K.
  • Schwab US Dividend Equity ETF made up 0.73% of Petra Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Petra Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Petra Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2.25M in Q1 2025.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.