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

Elevate Wealth Advisory's SCHD Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q2 2026, buying an estimated $67.3K and bringing the position to 64,670 shares worth $2.05M. The position accounts for 1.17% of the portfolio, ranked #18.

Elevate Wealth Advisory first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Elevate Wealth Advisory held 64,670 shares of Schwab US Dividend Equity ETF worth $2.05M as of Q2 2026.
• Elevate Wealth Advisory bought 2,121 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $67.3K.
• Schwab US Dividend Equity ETF made up 1.17% of Elevate Wealth Advisory's portfolio in Q2 2026, its #18 holding.
• Elevate Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
• 2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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