Elevated Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Elevated Financial Group’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	$222K	Sell	6,989 -36,423	-84%	-$1.16M	0.06%	118
2026 Q1	$1.33M	Buy	+43,412	New	+$1.32M	0.43%	37

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

Elevated Financial Group's SCHD Position: Q2 2026 in Review

Elevated Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 84% in Q2 2026, selling an estimated $1.16M and leaving 6,989 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #118.

Elevated Financial Group first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.33M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Elevated Financial Group held 6,989 shares of Schwab US Dividend Equity ETF worth $222K as of Q2 2026.
Elevated Financial Group sold 36,423 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.16M.
Schwab US Dividend Equity ETF made up 0.06% of Elevated Financial Group's portfolio in Q2 2026, its #118 holding.
Elevated Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
Elevated Financial Group's Schwab US Dividend Equity ETF position peaked at $1.33M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.