PKS Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Buy
124,979
+17,194
+16% +$456K 0.82% 22
2025
Q1
$2.87M Buy
107,785
+76,168
+241% +$2.03M 0.79% 24
2024
Q4
$864K Buy
+31,617
New +$864K 0.22% 83