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Pin Oak Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pin Oak Investment 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 		$61K Buy
1,933
+18
+0.9% +$571 0.04% 194
2026
Q1 		$59K Buy
1,915
+16
+0.8% +$485 0.04% 194
2025
Q4 		$60K Buy
+1,899
New +$51.6K 0.04% 194
2024
Q4 		– Sell
-45
Closed -$1K – 488
2024
Q3 		$1K Buy
+45
New +$1.23K ﹤0.01% 463

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
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

Pin Oak Investment Advisors's SCHD Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.94% in Q2 2026, buying an estimated $571 and bringing the position to 1,933 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #194.

Pin Oak Investment Advisors first reported a position in SCHD in Q3 2024 and has held it in 4 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Pin Oak Investment Advisors held 1,933 shares of Schwab US Dividend Equity ETF worth $61K as of Q2 2026.
  • Pin Oak Investment Advisors bought 18 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $571.
  • Schwab US Dividend Equity ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • Pin Oak Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.