Element Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Element Wealth’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	$732K	Buy	23,075 +507	+2%	+$16.1K	0.27%	89
2026 Q1	$692K	Sell	22,568 -646	-3%	-$19.6K	0.29%	85
2025 Q4	$637K	Buy	23,214 +6,033	+35%	+$164K	0.26%	89
2025 Q3	$469K	Buy	17,181 +2,847	+20%	+$77.7K	0.2%	106
2025 Q2	$380K	Buy	14,334 +719	+5%	+$18.8K	0.17%	110
2025 Q1	$381K	Buy	13,615 +70	+0.5%	+$1.95K	0.2%	93
2024 Q4	$370K	Sell	13,545 -378	-3%	-$10.7K	0.19%	92
2024 Q3	$392K	Sell	13,923 -144	-1%	-$3.92K	0.21%	93
2024 Q2	$365K	Buy	14,067 +2,142	+18%	+$55.8K	0.21%	95
2024 Q1	$321K	Buy	11,925 +942	+9%	+$24.3K	0.19%	99
2023 Q4	$279K	Buy	10,983 +1,473	+15%	+$35.1K	0.17%	104
2023 Q3	$224K	Buy	9,510 +2,460	+35%	+$60.4K	0.16%	110
2023 Q2	$171K	Hold	7,050	–	–	0.12%	133
2023 Q1	$172K	Buy	7,050 +600	+9%	+$15K	0.13%	121
2022 Q4	$162K	Hold	6,450	–	–	0.13%	116
2022 Q3	$143K	Hold	6,450	–	–	0.13%	112
2022 Q2	$154K	Hold	6,450	–	–	0.15%	107
2022 Q1	$170K	Hold	6,450	–	–	0.14%	116
2021 Q4	$174K	Hold	6,450	–	–	0.13%	109
2021 Q3	$160K	Hold	6,450	–	–	0.13%	105
2021 Q2	$163K	Hold	6,450	–	–	0.13%	101
2021 Q1	$157K	Hold	6,450	–	–	0.13%	101
2020 Q4	$138K	Hold	6,450	–	–	0.13%	103
2020 Q3	$119K	Hold	6,450	–	–	0.13%	94
2020 Q2	$111K	Hold	6,450	–	–	0.13%	91
2020 Q1	$97K	Hold	6,450	–	–	0.13%	87
2019 Q4	$125K	Buy	+6,450	New	+$121K	0.13%	77

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

Element Wealth's SCHD Position: Q2 2026 in Review

Element Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 23,075 shares worth $732K. The position accounts for 0.27% of the portfolio, ranked #89.

Element Wealth first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Element Wealth held 23,075 shares of Schwab US Dividend Equity ETF worth $732K as of Q2 2026.
Element Wealth bought 507 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $16.1K.
Schwab US Dividend Equity ETF made up 0.27% of Element Wealth's portfolio in Q2 2026, its #89 holding.
Element Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.