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

Pine Valley 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	$1.28M	Buy	40,398 +3,204	+9%	+$102K	0.05%	277
2026 Q1	$1.14M	Buy	37,194 +21,110	+131%	+$640K	0.05%	279
2025 Q4	$441K	Buy	16,084 +213	+1%	+$5.79K	0.02%	377
2025 Q3	$433K	Sell	15,871 -532	-3%	-$14.5K	0.02%	373
2025 Q2	$435K	Sell	16,403 -7,033	-30%	-$184K	0.02%	362
2025 Q1	$655K	Buy	23,436 +3,880	+20%	+$108K	0.04%	303
2024 Q4	$534K	Sell	19,556 -151	-0.8%	-$4.29K	0.03%	329
2024 Q3	$555K	Sell	19,707 -774	-4%	-$21.1K	0.03%	309
2024 Q2	$532K	Sell	20,481 -1,833	-8%	-$47.7K	0.03%	299
2024 Q1	$600K	Buy	22,314 +2,247	+11%	+$58K	0.04%	285
2023 Q4	$509K	Buy	20,067 +1,356	+7%	+$32.3K	0.04%	300
2023 Q3	$441K	Buy	+18,711	New	+$459K	0.04%	309

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Pine Valley Investments's SCHD Position: Q2 2026 in Review

Pine Valley Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.6% in Q2 2026, buying an estimated $102K and bringing the position to 40,398 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #277.

Pine Valley Investments first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 1,335 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pine Valley Investments held 40,398 shares of Schwab US Dividend Equity ETF worth $1.28M as of Q2 2026.
Pine Valley Investments bought 3,204 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $102K.
Schwab US Dividend Equity ETF made up 0.05% of Pine Valley Investments's portfolio in Q2 2026, its #277 holding.
Pine Valley Investments first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
1,335 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.