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

Centerpoint Advisory Group’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	$322K	Hold	10,158	–	–	0.2%	84
2026 Q1	$312K	Hold	10,158	–	–	0.23%	80
2025 Q4	$279K	Hold	10,158	–	–	0.21%	82
2025 Q3	$277K	Sell	10,158 -2,967	-23%	-$80.9K	0.22%	82
2025 Q2	$348K	Hold	13,125	–	–	0.3%	68
2025 Q1	$367K	Hold	13,125	–	–	0.36%	64
2024 Q4	$359K	Buy	+13,125	New	+$373K	0.35%	63

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

Centerpoint Advisory Group's SCHD Position: Q2 2026 in Review

Centerpoint Advisory Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 10,158 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #84.

Centerpoint Advisory Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Centerpoint Advisory Group held 10,158 shares of Schwab US Dividend Equity ETF worth $322K as of Q2 2026.
Centerpoint Advisory Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.2% of Centerpoint Advisory Group's portfolio in Q2 2026, its #84 holding.
Centerpoint Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's Schwab US Dividend Equity ETF position peaked at $367K in Q1 2025.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.