Pine Haven Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pine Haven Investment Counsel’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	$578K	Buy	18,219 +1,210	+7%	+$38.4K	0.39%	68
2026 Q1	$522K	Buy	17,009 +565	+3%	+$17.1K	0.38%	70
2025 Q4	$451K	Buy	16,444 +1,400	+9%	+$38.1K	0.32%	73
2025 Q3	$411K	Sell	15,044 -435	-3%	-$11.9K	0.3%	77
2025 Q2	$410K	Buy	15,479 +3,015	+24%	+$78.7K	0.32%	68
2025 Q1	$348K	Buy	12,464 +820	+7%	+$22.9K	0.29%	77
2024 Q4	$318K	Buy	11,644 +3,490	+43%	+$99.2K	0.26%	82
2024 Q3	$230K	Sell	8,154 -120	-1%	-$3.27K	0.19%	103
2024 Q2	$214K	Buy	8,274 +276	+3%	+$7.18K	0.18%	102
2024 Q1	$215K	Buy	+7,998	New	+$207K	0.19%	100

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pine Haven Investment Counsel's SCHD Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.1% in Q2 2026, buying an estimated $38.4K and bringing the position to 18,219 shares worth $578K. The position accounts for 0.39% of the portfolio, ranked #68.

Pine Haven Investment Counsel first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pine Haven Investment Counsel held 18,219 shares of Schwab US Dividend Equity ETF worth $578K as of Q2 2026.
Pine Haven Investment Counsel bought 1,210 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $38.4K.
Schwab US Dividend Equity ETF made up 0.39% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #68 holding.
Pine Haven Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.