10Elms LLP’s Schwab US Dividend Equity ETF SCHD Stock Holding History

10Elms LLP’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 Q1	$3.25M	Buy	105,932 +11,319	+12%	+$343K	2.05%	10
2025 Q4	$2.6M	Sell	94,613 -11,731	-11%	-$319K	2.38%	10
2025 Q3	$2.9M	Buy	106,344 +1,682	+2%	+$45.9K	2.61%	7
2025 Q2	$2.77M	Buy	104,662 +3,175	+3%	+$82.9K	2.64%	8
2025 Q1	$2.84M	Buy	101,487 +395	+0.4%	+$11K	2.85%	8
2024 Q4	$2.76M	Buy	+101,092	New	+$2.87M	2.85%	7

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

10Elms LLP's SCHD Position: Q1 2026 in Review

10Elms LLP increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q1 2026, buying an estimated $343K and bringing the position to 105,932 shares worth $3.25M. The position accounts for 2.05% of the portfolio, ranked #10.

10Elms LLP first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

10Elms LLP held 105,932 shares of Schwab US Dividend Equity ETF worth $3.25M as of Q1 2026.
10Elms LLP bought 11,319 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $343K.
Schwab US Dividend Equity ETF made up 2.05% of 10Elms LLP's portfolio in Q1 2026, its #10 holding.
10Elms LLP first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.