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 Q2	$4.36M	Buy	137,593 +31,661	+30%	+$1M	1.85%	16
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

10Elms LLP's SCHD Position: Q2 2026 in Review

10Elms LLP increased its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, buying an estimated $1M and bringing the position to 137,593 shares worth $4.36M. The position accounts for 1.85% of the portfolio, ranked #16.

10Elms LLP first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

10Elms LLP held 137,593 shares of Schwab US Dividend Equity ETF worth $4.36M as of Q2 2026.
10Elms LLP bought 31,661 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1M.
Schwab US Dividend Equity ETF made up 1.85% of 10Elms LLP's portfolio in Q2 2026, its #16 holding.
10Elms LLP first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.