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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vima LLC's SCHD Position: Q2 2026 in Review

Vima LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,210 shares worth $197K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings. This is a return to the name: Vima LLC previously reported a position in SCHD as recently as Q1 2024.

Vima LLC first reported a position in SCHD in Q4 2023 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Vima LLC held 6,210 shares of Schwab US Dividend Equity ETF worth $197K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Vima LLC position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.19% of Vima LLC's portfolio in Q2 2026, its #77 holding.
  • Vima LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.