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Schwab Strategic Tr us dividend eq shares owned by PKS Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by PKS Advisory Services from 13F filings

Historical chart of PKS Advisory Services investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by PKS Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by PKS Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 103k 27.30

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Core Us Aggbd Et (AGG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for PKS Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq