Elevate Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Elevate Wealth Advisory's SCHD Position: Q1 2026 in Review
Elevate Wealth Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.1% in Q1 2026, buying an estimated $126K and bringing the position to 62,549 shares worth $1.92M. The position accounts for 1.21% of the portfolio, ranked #18.
Elevate Wealth Advisory first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Elevate Wealth Advisory held 62,549 shares of Schwab US Dividend Equity ETF worth $1.92M as of Q1 2026.
- Elevate Wealth Advisory bought 4,154 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $126K.
- Schwab US Dividend Equity ETF made up 1.21% of Elevate Wealth Advisory's portfolio in Q1 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 10 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.