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

Pinion 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 Q1	$1.03M	Buy	33,584 +15,427	+85%	+$468K	0.24%	67
2025 Q4	$498K	Sell	18,157 -17,313	-49%	-$471K	0.12%	108
2025 Q3	$959K	Buy	35,470 +17,311	+95%	+$472K	0.26%	67
2025 Q2	$481K	Sell	18,159 -18,339	-50%	-$479K	0.17%	101
2025 Q1	$1.02M	Buy	36,498 +17,813	+95%	+$497K	0.22%	67
2024 Q4	$510K	Buy	18,685 +55	+0.3%	+$1.56K	0.2%	88
2024 Q3	$525K	Hold	18,630	–	–	0.22%	87
2024 Q2	$483K	Hold	18,630	–	–	0.24%	82
2024 Q1	$501K	Buy	+18,630	New	+$481K	0.26%	77

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinion Investment Advisors's SCHD Position: Q1 2026 in Review

Pinion Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 85% in Q1 2026, buying an estimated $468K and bringing the position to 33,584 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #67.

Pinion Investment Advisors first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Pinion Investment Advisors held 33,584 shares of Schwab US Dividend Equity ETF worth $1.03M as of Q1 2026.
Pinion Investment Advisors bought 15,427 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $468K.
Schwab US Dividend Equity ETF made up 0.24% of Pinion Investment Advisors's portfolio in Q1 2026, its #67 holding.
Pinion Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.