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Centaurus Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Centaurus Financial’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
2022
Q1 		– Sell
-30,000
Closed -$7K – 970
2021
Q4 		$7K Buy
+30,000
New +$779K ﹤0.01% 913

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Centaurus Financial's SCHD Position: Q1 2026 in Review

Centaurus Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q1 2026, buying an estimated $968K and bringing the position to 158,806 shares worth $4.87M. The position accounts for 0.23% of the portfolio, ranked #99.

Centaurus Financial first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.22M in Q2 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Centaurus Financial held 158,806 shares of Schwab US Dividend Equity ETF worth $4.87M as of Q1 2026.
  • Centaurus Financial bought 31,917 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $968K.
  • Schwab US Dividend Equity ETF made up 0.23% of Centaurus Financial's portfolio in Q1 2026, its #99 holding.
  • Centaurus Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
  • Centaurus Financial's Schwab US Dividend Equity ETF position peaked at $5.22M in Q2 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.