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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Centaurus Financial's SCHD Position: Q2 2026 in Review

Centaurus Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 49% in Q2 2026, buying an estimated $2.47M and bringing the position to 236,767 shares worth $7.51M. The position accounts for 0.29% of the portfolio, ranked #73.

Centaurus Financial first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Centaurus Financial held 236,767 shares of Schwab US Dividend Equity ETF worth $7.51M as of Q2 2026.
Centaurus Financial bought 77,961 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.47M.
Schwab US Dividend Equity ETF made up 0.29% of Centaurus Financial's portfolio in Q2 2026, its #73 holding.
Centaurus Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.