PKS Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
PKS Advisory Services's SCHD Position: Q1 2026 in Review
PKS Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 49% in Q1 2026, selling an estimated $1.54M and leaving 53,155 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #55.
PKS Advisory Services first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.31M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- PKS Advisory Services held 53,155 shares of Schwab US Dividend Equity ETF worth $1.63M as of Q1 2026.
- PKS Advisory Services sold 50,845 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.54M.
- Schwab US Dividend Equity ETF made up 0.38% of PKS Advisory Services's portfolio in Q1 2026, its #55 holding.
- PKS Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
- PKS Advisory Services's Schwab US Dividend Equity ETF position peaked at $3.31M in Q2 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.