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 Q2	$963K	Sell	30,370 -3,214	-10%	-$102K	0.18%	79
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

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 22.9% 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

Pinion Investment Advisors's SCHD Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.6% in Q2 2026, selling an estimated $102K and leaving 30,370 shares worth $963K. The position accounts for 0.18% of the portfolio, ranked #79.

Pinion Investment Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pinion Investment Advisors held 30,370 shares of Schwab US Dividend Equity ETF worth $963K as of Q2 2026.
Pinion Investment Advisors sold 3,214 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $102K.
Schwab US Dividend Equity ETF made up 0.18% of Pinion Investment Advisors's portfolio in Q2 2026, its #79 holding.
Pinion Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Pinion Investment Advisors's Schwab US Dividend Equity ETF position peaked at $1.03M in Q1 2026.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.