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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 +$9.7M 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 1,815 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.
  • 1,815 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.