Elm Partners Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
8,382
+374
+5% +$11.9K 0.01% 143
2026
Q1
$244K Buy
+8,008
New +$243K 0.01% 141

Other funds holding SCHD

Elm Partners Management's SCHD Position: Q2 2026 in Review

Elm Partners Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 8,382 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #143.

Elm Partners Management first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Elm Partners Management held 8,382 shares of Schwab US Dividend Equity ETF worth $266K as of Q2 2026.
  • Elm Partners Management bought 374 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $11.9K.
  • Schwab US Dividend Equity ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #143 holding.
  • Elm Partners Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.