EIA
SCHD icon

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
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

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Eldridge Investment Advisors's SCHD Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.08% in Q1 2026, buying an estimated $637 and bringing the position to 24,918 shares worth $764K. The position accounts for 0.17% of the portfolio, ranked #81.

Eldridge Investment Advisors first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.12M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Eldridge Investment Advisors held 24,918 shares of Schwab US Dividend Equity ETF worth $764K as of Q1 2026.
  • Eldridge Investment Advisors bought 21 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $637.
  • Schwab US Dividend Equity ETF made up 0.17% of Eldridge Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Eldridge Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Eldridge Investment Advisors's Schwab US Dividend Equity ETF position peaked at $3.12M in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.