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

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

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. 2,142 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.
2,142 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.