PPS&V Asset Management Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

PPS&V Asset Management Consultants’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	$10.1M	Buy	317,313 +8,394	+3%	+$266K	5.43%	6
2026 Q1	$9.48M	Sell	308,919 -359	-0.1%	-$10.9K	5.79%	6
2025 Q4	$8.48M	Buy	309,278 +9,679	+3%	+$263K	4.92%	6
2025 Q3	$8.18M	Buy	299,599 +13,121	+5%	+$358K	4.72%	7
2025 Q2	$7.59M	Buy	286,478 +17,707	+7%	+$462K	4.79%	6
2025 Q1	$7.51M	Sell	268,771 -48	-0%	-$1.34K	5.45%	7
2024 Q4	$7.34M	Buy	268,819 +5,143	+2%	+$146K	4.96%	7
2024 Q3	$7.43M	Buy	263,676 +8,451	+3%	+$230K	5.1%	7
2024 Q2	$6.62M	Sell	255,225 -2,556	-1%	-$66.5K	4.74%	7
2024 Q1	$6.93M	Buy	257,781 +1,959	+0.8%	+$50.6K	5.1%	6
2023 Q4	$6.49M	Buy	255,822 +10,029	+4%	+$239K	4.97%	7
2023 Q3	$5.8M	Buy	245,793 +12,312	+5%	+$302K	5%	7
2023 Q2	$5.65M	Sell	233,481 -7,377	-3%	-$176K	4.58%	7
2023 Q1	$5.87M	Sell	240,858 -2,502	-1%	-$62.6K	5.05%	7
2022 Q4	$6.13M	Buy	+243,360	New	+$6.01M	5.83%	6

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PPS&V Asset Management Consultants's SCHD Position: Q2 2026 in Review

PPS&V Asset Management Consultants increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $266K and bringing the position to 317,313 shares worth $10.1M. The position accounts for 5.43% of the portfolio, ranked #6.

PPS&V Asset Management Consultants first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 691 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

PPS&V Asset Management Consultants held 317,313 shares of Schwab US Dividend Equity ETF worth $10.1M as of Q2 2026.
PPS&V Asset Management Consultants bought 8,394 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $266K.
Schwab US Dividend Equity ETF made up 5.43% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #6 holding.
PPS&V Asset Management Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
691 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.