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

Elevation Wealth Partners’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 Q3	$4.57M	Buy	140,378 +3,205	+2%	+$108K	1.28%	21
2026 Q2	$4.35M	Buy	137,173 +601	+0.4%	+$19.1K	1.3%	19
2026 Q1	$4.19M	Buy	136,572 +5,046	+4%	+$153K	1.5%	16
2025 Q4	$3.61M	Buy	131,526 +10,055	+8%	+$273K	1.28%	20
2025 Q3	$3.32M	Sell	121,471 -322	-0.3%	-$8.78K	1.19%	23
2025 Q2	$3.23M	Buy	121,793 +1,455	+1%	+$38K	1.27%	17
2025 Q1	$3.36M	Buy	120,338 +28,713	+31%	+$800K	1.45%	17
2024 Q4	$2.5M	Buy	91,625 +3,671	+4%	+$104K	1.06%	23
2024 Q3	$2.48M	Buy	87,954 +15,195	+21%	+$414K	1.06%	25
2024 Q2	$1.89M	Buy	72,759 +10,956	+18%	+$285K	0.89%	28
2024 Q1	$1.66M	Buy	61,803 +26,430	+75%	+$683K	0.83%	26
2023 Q4	$834K	Buy	35,373 +32,238	+1,028%	+$768K	0.5%	40
2023 Q3	$74K	Buy	3,135 +27	+0.9%	+$663	0.06%	119
2023 Q2	$75.2K	Buy	3,108 +30	+1%	+$717	0.06%	122
2023 Q1	$75.1K	Buy	+3,078	New	+$77K	0.07%	126

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Elevation Wealth Partners's SCHD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q3 2026, buying an estimated $108K and bringing the position to 140,378 shares worth $4.57M. The position accounts for 1.28% of the portfolio, ranked #21.

Elevation Wealth Partners first reported a position in SCHD in Q1 2023 and has held it in 15 quarters since. 923 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Elevation Wealth Partners held 140,378 shares of Schwab US Dividend Equity ETF worth $4.57M as of Q3 2026.
Elevation Wealth Partners bought 3,205 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $108K.
Schwab US Dividend Equity ETF made up 1.28% of Elevation Wealth Partners's portfolio in Q3 2026, its #21 holding.
Elevation Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 15 quarters since.
923 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.