EWG Elevate’s Schwab US Dividend Equity ETF SCHD Stock Holding History

EWG Elevate’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
2025 Q1	–	Sell	-340,952	Closed	-$9.31M	–	158
2024 Q4	$9.31M	Buy	+340,952	New	+$9.69M	2.84%	8
2023 Q1	–	Sell	-2,592	Closed	-$65.2K	–	632
2022 Q4	$65.2K	Buy	+2,592	New	+$64K	0.03%	150
2020 Q1	–	Sell	-48,765	Closed	-$941K	–	79
2019 Q4	$941K	Buy	+48,765	New	+$913K	0.51%	40

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EWG Elevate's SCHD Position: Q1 2025 in Review

EWG Elevate sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 340,952 shares — an estimated $9.31M sold.

EWG Elevate first reported a position in SCHD in Q4 2019 and held it in 3 quarters. The position peaked at $9.31M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

EWG Elevate reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
EWG Elevate sold 340,952 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $9.31M.
EWG Elevate first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 3 quarters.
EWG Elevate's Schwab US Dividend Equity ETF position peaked at $9.31M in Q4 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.