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Powers Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Powers Advisory Group’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 		$24.7M Buy
759,585
+48,804
+7% +$1.65M 7.49% 3
2026
Q2 		$22.5M Buy
710,781
+27,094
+4% +$860K 7.06% 3
2026
Q1 		$21M Buy
683,687
+43,125
+7% +$1.31M 7.4% 2
2025
Q4 		$17.6M Sell
640,562
-15,867
-2% -$431K 6.62% 3
2025
Q3 		$17.9M Sell
656,429
-9,359
-1% -$255K 7.14% 2
2025
Q2 		$17.6M Sell
665,788
-14,832
-2% -$387K 7.76% 2
2025
Q1 		$19M Buy
680,620
+45,449
+7% +$1.27M 9.07% 2
2024
Q4 		$17.4M Buy
635,171
+16,679
+3% +$474K 8.69% 2
2024
Q3 		$17.4M Buy
618,492
+36,633
+6% +$998K 8.69% 2
2024
Q2 		$15.1M Buy
581,859
+38,691
+7% +$1.01M 8.22% 2
2024
Q1 		$14.6M Buy
543,168
+24,894
+5% +$643K 8.34% 2
2023
Q4 		$13.2M Buy
518,274
+32,340
+7% +$771K 8.12% 2
2023
Q3 		$11.5M Buy
485,934
+5,448
+1% +$134K 7.79% 2
2023
Q2 		$11.6M Buy
480,486
+45,015
+10% +$1.08M 7.71% 2
2023
Q1 		$10.6M Buy
435,471
+45,303
+12% +$1.13M 7.42% 2
2022
Q4 		$9.8M Buy
390,168
+15,573
+4% +$384K 7.24% 2
2022
Q3 		$8.3M Buy
374,595
+33,426
+10% +$812K 6.62% 2
2022
Q2 		$8.15M Buy
341,169
+27,936
+9% +$711K 6.27% 2
2022
Q1 		$8.24M Buy
313,233
+34,965
+13% +$916K 5.73% 2
2021
Q4 		$7.5M Buy
+278,268
New +$7.23M 5.29% 3

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Powers Advisory Group's SCHD Position: Q3 2026 in Review

Powers Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q3 2026, buying an estimated $1.65M and bringing the position to 759,585 shares worth $24.7M. The position accounts for 7.49% of the portfolio, ranked #3.

Powers Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 20 quarters since. 513 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Powers Advisory Group held 759,585 shares of Schwab US Dividend Equity ETF worth $24.7M as of Q3 2026.
  • Powers Advisory Group bought 48,804 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.65M.
  • Schwab US Dividend Equity ETF made up 7.49% of Powers Advisory Group's portfolio in Q3 2026, its #3 holding.
  • Powers Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 513 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.