Centerpoint Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Centerpoint Advisors’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 Q1	$532K	Sell	17,337 -213	-1%	-$6.46K	0.17%	48
2025 Q4	$481K	Buy	17,550 +2	+0%	+$54	0.15%	55
2025 Q3	$479K	Buy	17,548 +39	+0.2%	+$1.06K	0.15%	55
2025 Q2	$464K	Buy	17,509 +10	+0.1%	+$261	0.16%	52
2025 Q1	$489K	Buy	17,499 +362	+2%	+$10.1K	0.18%	51
2024 Q4	$468K	Sell	17,137 -125	-0.7%	-$3.55K	0.16%	53
2024 Q3	$486K	Hold	17,262	–	–	0.17%	52
2024 Q2	$447K	Sell	17,262 -594	-3%	-$15.5K	0.16%	53
2024 Q1	$480K	Sell	17,856 -12,663	-41%	-$327K	0.18%	48
2023 Q4	$774K	Buy	30,519 +369	+1%	+$8.79K	0.3%	40
2023 Q3	$711K	Buy	30,150 +231	+0.8%	+$5.67K	0.3%	42
2023 Q2	$724K	Buy	29,919 +444	+2%	+$10.6K	0.29%	44
2023 Q1	$719K	Buy	29,475 +162	+0.6%	+$4.05K	0.31%	42
2022 Q4	$738K	Buy	29,313 +948	+3%	+$23.4K	0.35%	38
2022 Q3	$628K	Buy	28,365 +2,847	+11%	+$69.2K	0.33%	35
2022 Q2	$609K	Buy	25,518 +17,901	+235%	+$455K	0.31%	38
2022 Q1	$200K	Buy	7,617 +5,007	+192%	+$131K	0.09%	88
2021 Q4	$70K	Buy	2,610 +1,965	+305%	+$51K	0.03%	118
2021 Q3	$16K	Buy	645 +642	+21,400%	+$16.3K	0.01%	174
2021 Q2	$0	Buy	+3	New	+$76	﹤0.01%	304
2019 Q3	–	Sell	-705	Closed	-$12K	–	280
2019 Q2	$12K	Buy	+705	New	+$12.4K	0.01%	152

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Centerpoint Advisors's SCHD Position: Q1 2026 in Review

Centerpoint Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2026, selling an estimated $6.46K and leaving 17,337 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #48.

Centerpoint Advisors first reported a position in SCHD in Q2 2019 and has held it in 21 quarters since. The position peaked at $774K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Centerpoint Advisors held 17,337 shares of Schwab US Dividend Equity ETF worth $532K as of Q1 2026.
Centerpoint Advisors sold 213 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $6.46K.
Schwab US Dividend Equity ETF made up 0.17% of Centerpoint Advisors's portfolio in Q1 2026, its #48 holding.
Centerpoint Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 21 quarters since.
Centerpoint Advisors's Schwab US Dividend Equity ETF position peaked at $774K in Q4 2023.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.