Eldridge Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eldridge Investment 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	$794K	Buy	25,054 +136	+0.5%	+$4.32K	0.16%	82
2026 Q1	$764K	Buy	24,918 +21	+0.1%	+$637	0.17%	81
2025 Q4	$683K	Buy	24,897 +1	+0%	+$27	0.15%	89
2025 Q3	$680K	Sell	24,896 -10,452	-30%	-$285K	0.15%	91
2025 Q2	$937K	Sell	35,348 -76,185	-68%	-$1.99M	0.2%	80
2025 Q1	$3.12M	Buy	111,533 +1,478	+1%	+$41.2K	0.72%	36
2024 Q4	$3.01M	Buy	110,055 +1,770	+2%	+$50.3K	0.7%	33
2024 Q3	$3.05M	Buy	108,285 +777	+0.7%	+$21.2K	0.72%	33
2024 Q2	$2.79M	Sell	107,508 -4,605	-4%	-$120K	0.7%	34
2024 Q1	$3.01M	Hold	112,113	–	–	0.77%	30
2023 Q4	$2.85M	Buy	112,113 +81,777	+270%	+$1.95M	0.75%	31
2023 Q3	$716K	Buy	30,336 +3,003	+11%	+$73.7K	0.24%	76
2023 Q2	$662K	Sell	27,333 -56,238	-67%	-$1.34M	0.22%	74
2023 Q1	$2.04M	Sell	83,571 -6,426	-7%	-$161K	0.71%	34
2022 Q4	$2.27M	Sell	89,997 -2,334	-3%	-$57.6K	0.79%	30
2022 Q3	$2.04M	Sell	92,331 -11,313	-11%	-$275K	0.79%	27
2022 Q2	$2.48M	Sell	103,644 -408	-0.4%	-$10.4K	0.93%	22
2022 Q1	$2.74M	Buy	104,052 +6,291	+6%	+$165K	0.93%	19
2021 Q4	$2.63M	Sell	97,761 -1,950	-2%	-$50.7K	0.87%	19
2021 Q3	$2.47M	Buy	99,711 +4,275	+4%	+$109K	0.88%	21
2021 Q2	$2.41M	Buy	95,436 +22,788	+31%	+$575K	0.87%	22
2021 Q1	$1.77M	Buy	72,648 +21,528	+42%	+$490K	0.68%	28
2020 Q4	$1.09M	Buy	51,120 +25,551	+100%	+$518K	0.46%	36
2020 Q3	$471K	Buy	25,569 +1,959	+8%	+$36K	0.22%	56
2020 Q2	$407K	Buy	23,610 +1,530	+7%	+$25.8K	0.2%	63
2020 Q1	$331K	Buy	+22,080	New	+$396K	0.19%	64

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

Eldridge Investment Advisors's SCHD Position: Q2 2026 in Review

Eldridge Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.55% in Q2 2026, buying an estimated $4.32K and bringing the position to 25,054 shares worth $794K. The position accounts for 0.16% of the portfolio, ranked #82.

Eldridge Investment Advisors first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.12M in Q1 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Eldridge Investment Advisors held 25,054 shares of Schwab US Dividend Equity ETF worth $794K as of Q2 2026.
Eldridge Investment Advisors bought 136 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.32K.
Schwab US Dividend Equity ETF made up 0.16% of Eldridge Investment Advisors's portfolio in Q2 2026, its #82 holding.
Eldridge Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Eldridge Investment Advisors's Schwab US Dividend Equity ETF position peaked at $3.12M in Q1 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.