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

Elite Financial’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
Q1 		$22.9M Buy
746,881
+37,936
+5% +$1.15M 10.27% 1
2025
Q4 		$19.4M Buy
708,945
+500
+0.1% +$13.6K 8.84% 3
2025
Q3 		$19M Sell
708,445
-22,303
-3% -$608K 8.69% 3
2025
Q2 		$19.4M Sell
730,748
-659
-0.1% -$17.2K 9.57% 2
2025
Q1 		$20.4M Sell
731,407
-93,464
-11% -$2.61M 10.81% 1
2024
Q4 		$22.5M Buy
+824,871
New +$23.4M 12.21% 1

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Elite Financial's SCHD Position: Q1 2026 in Review

Elite Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q1 2026, buying an estimated $1.15M and bringing the position to 746,881 shares worth $22.9M. The position accounts for 10.27% of the portfolio, ranked #1.

Elite Financial first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Elite Financial held 746,881 shares of Schwab US Dividend Equity ETF worth $22.9M as of Q1 2026.
  • Elite Financial bought 37,936 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.15M.
  • Schwab US Dividend Equity ETF made up 10.27% of Elite Financial's portfolio in Q1 2026, its #1 holding.
  • Elite Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.