Elevation Capital Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Elevation Capital Advisory’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	$1.24M	Sell	39,071 -209,714	-84%	-$6.65M	0.48%	50
2026 Q1	$7.63M	Buy	248,785 +198,952	+399%	+$6.04M	3.25%	5
2025 Q4	$1.37M	Sell	49,833 -3,480	-7%	-$94.6K	0.56%	44
2025 Q3	$1.46M	Buy	53,313 +1,674	+3%	+$45.7K	0.58%	43
2025 Q2	$1.37M	Buy	51,639 +1,189	+2%	+$31.1K	0.55%	42
2025 Q1	$1.41M	Buy	50,450 +3,567	+8%	+$99.4K	0.62%	32
2024 Q4	$1.28M	Buy	46,883 +3,191	+7%	+$90.7K	0.55%	35
2024 Q3	$1.23M	Buy	+43,692	New	+$1.19M	0.54%	35

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

Elevation Capital Advisory's SCHD Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 84% in Q2 2026, selling an estimated $6.65M and leaving 39,071 shares worth $1.24M. The position accounts for 0.48% of the portfolio, ranked #50.

Elevation Capital Advisory first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.63M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Elevation Capital Advisory held 39,071 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q2 2026.
Elevation Capital Advisory sold 209,714 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.65M.
Schwab US Dividend Equity ETF made up 0.48% of Elevation Capital Advisory's portfolio in Q2 2026, its #50 holding.
Elevation Capital Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Schwab US Dividend Equity ETF position peaked at $7.63M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.