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 Q3	$2.66M	Hold	83,952	–	–	0.43%	51
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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

PKS Advisory Services's SCHD Position: Q3 2026 in Review

PKS Advisory Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 83,952 shares worth $2.66M. The position accounts for 0.43% of the portfolio, ranked #51.

PKS Advisory Services first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q2 2025. 975 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

PKS Advisory Services held 83,952 shares of Schwab US Dividend Equity ETF worth $2.66M as of Q3 2026.
PKS Advisory Services left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.43% of PKS Advisory Services's portfolio in Q3 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 8 quarters since.
PKS Advisory Services's Schwab US Dividend Equity ETF position peaked at $3.31M in Q2 2025.
975 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.