Elmwood Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Elmwood Wealth Management’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	$1.54M	Buy	48,625 +11,777	+32%	+$374K	0.39%	65
2026 Q1	$1.13M	Buy	36,848 +300	+0.8%	+$9.1K	0.31%	78
2025 Q4	$1M	Buy	+36,548	New	+$994K	0.32%	83
2020 Q2	–	Sell	-3,669	Closed	-$60K	–	324
2020 Q1	$60K	Buy	+3,669	New	+$65.9K	0.06%	118
2019 Q4	–	Sell	-675	Closed	-$12K	–	214
2019 Q3	$12K	Sell	675 -2,064	-75%	-$36.9K	0.01%	173
2019 Q2	$48K	Hold	2,739	–	–	0.04%	128
2019 Q1	$48K	Sell	2,739 -930	-25%	-$15.6K	0.04%	124
2018 Q4	$57K	Hold	3,669	–	–	0.06%	123
2018 Q3	$64.8K	Hold	3,669	–	–	0.05%	128
2018 Q2	$60.3K	Hold	3,669	–	–	0.05%	124
2018 Q1	$60K	Buy	+3,669	New	+$62.6K	0.06%	118

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

Elmwood Wealth Management's SCHD Position: Q2 2026 in Review

Elmwood Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q2 2026, buying an estimated $374K and bringing the position to 48,625 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #65.

Elmwood Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Elmwood Wealth Management held 48,625 shares of Schwab US Dividend Equity ETF worth $1.54M as of Q2 2026.
Elmwood Wealth Management bought 11,777 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $374K.
Schwab US Dividend Equity ETF made up 0.39% of Elmwood Wealth Management's portfolio in Q2 2026, its #65 holding.
Elmwood Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.