Purkiss Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Purkiss Capital Advisors’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	$203K	Buy	+6,391	New	+$203K	0.08%	186

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

Purkiss Capital Advisors's SCHD Position: Q2 2026 in Review

Purkiss Capital Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,391 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #186 among its holdings.

1,057 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Purkiss Capital Advisors held 6,391 shares of Schwab US Dividend Equity ETF worth $203K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Purkiss Capital Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.08% of Purkiss Capital Advisors's portfolio in Q2 2026, its #186 holding.
1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.