Vima LLC
SCHD icon

Vima LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vima LLC’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
Q3 		$242K Buy
7,445
+1,235
+20% +$41.6K 0.25% 72
2026
Q2 		$197K Buy
+6,210
New +$197K 0.19% 77
2024
Q2 		– Sell
-4,566
Closed -$111K – 305
2024
Q1 		$111K Sell
4,566
-120
-3% -$3.1K 0.13% 61
2023
Q4 		$119K Buy
+4,686
New +$112K 0.27% 68

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Vima LLC's SCHD Position: Q3 2026 in Review

Vima LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q3 2026, buying an estimated $41.6K and bringing the position to 7,445 shares worth $242K. The position accounts for 0.25% of the portfolio, ranked #72.

Vima LLC first reported a position in SCHD in Q4 2023 and has held it in 4 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Vima LLC held 7,445 shares of Schwab US Dividend Equity ETF worth $242K as of Q3 2026.
  • Vima LLC bought 1,235 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $41.6K.
  • Schwab US Dividend Equity ETF made up 0.25% of Vima LLC's portfolio in Q3 2026, its #72 holding.
  • Vima LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.