PFG Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

PFG Investments’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	$6.91M	Buy	217,937 +10,807	+5%	+$343K	0.27%	70
2026 Q1	$6.35M	Buy	207,130 +17,987	+10%	+$546K	0.3%	63
2025 Q4	$5.19M	Buy	189,143 +7,682	+4%	+$209K	0.24%	72
2025 Q3	$4.95M	Buy	181,461 +8,903	+5%	+$243K	0.26%	67
2025 Q2	$4.57M	Buy	172,558 +12,691	+8%	+$331K	0.27%	70
2025 Q1	$4.47M	Buy	159,867 +12,802	+9%	+$357K	0.29%	71
2024 Q4	$4.02M	Buy	147,065 +69,371	+89%	+$1.97M	0.25%	77
2024 Q3	$2.19M	Buy	77,694 +2,205	+3%	+$60.1K	0.14%	138
2024 Q2	$1.96M	Sell	75,489 -89,976	-54%	-$2.34M	0.14%	146
2024 Q1	$4.45M	Buy	165,465 +140,877	+573%	+$3.64M	0.27%	78
2023 Q4	$624K	Sell	24,588 -2,136	-8%	-$50.9K	0.12%	200
2023 Q3	$630K	Buy	26,724 +1,047	+4%	+$25.7K	0.12%	190
2023 Q2	$622K	Buy	25,677 +2,403	+10%	+$57.4K	0.11%	203
2023 Q1	$568K	Buy	+23,274	New	+$582K	0.12%	200

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

PFG Investments's SCHD Position: Q2 2026 in Review

PFG Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q2 2026, buying an estimated $343K and bringing the position to 217,937 shares worth $6.91M. The position accounts for 0.27% of the portfolio, ranked #70.

PFG Investments first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

PFG Investments held 217,937 shares of Schwab US Dividend Equity ETF worth $6.91M as of Q2 2026.
PFG Investments bought 10,807 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $343K.
Schwab US Dividend Equity ETF made up 0.27% of PFG Investments's portfolio in Q2 2026, its #70 holding.
PFG Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.