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

PKS Advisory Services’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	$2.66M	Buy	83,952 +30,797	+58%	+$977K	0.42%	51
2026 Q1	$1.63M	Sell	53,155 -50,845	-49%	-$1.54M	0.38%	55
2025 Q4	$2.85M	Buy	104,000 +1,451	+1%	+$39.5K	0.65%	30
2025 Q3	$2.8M	Sell	102,549 -22,430	-18%	-$612K	0.59%	32
2025 Q2	$3.31M	Buy	124,979 +17,194	+16%	+$449K	0.82%	22
2025 Q1	$2.87M	Buy	107,785 +76,168	+241%	+$2.12M	0.79%	24
2024 Q4	$864K	Buy	+31,617	New	+$899K	0.22%	83

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

PKS Advisory Services's SCHD Position: Q2 2026 in Review

PKS Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 58% in Q2 2026, buying an estimated $977K and bringing the position to 83,952 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #51.

PKS Advisory Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q2 2025. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

PKS Advisory Services held 83,952 shares of Schwab US Dividend Equity ETF worth $2.66M as of Q2 2026.
PKS Advisory Services bought 30,797 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $977K.
Schwab US Dividend Equity ETF made up 0.42% of PKS Advisory Services's portfolio in Q2 2026, its #51 holding.
PKS Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Schwab US Dividend Equity ETF position peaked at $3.31M in Q2 2025.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.