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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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
$9.82M Buy
390,168
+15,573
+4% +$384K 7.24% 2
2022
Q3
$8.29M 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

Powers Advisory Group's SCHD Position: Q1 2026 in Review

Powers Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.7% in Q1 2026, buying an estimated $1.31M and bringing the position to 683,687 shares worth $21M. The position accounts for 7.4% of the portfolio, ranked #2.

Powers Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Powers Advisory Group held 683,687 shares of Schwab US Dividend Equity ETF worth $21M as of Q1 2026.
  • Powers Advisory Group bought 43,125 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.31M.
  • Schwab US Dividend Equity ETF made up 7.4% of Powers Advisory Group's portfolio in Q1 2026, its #2 holding.
  • Powers Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.