Centurion Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Centurion Wealth Management’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 Q3	$1.69M	Sell	52,082 -2,567	-5%	-$86.5K	0.41%	60
2026 Q2	$1.73M	Buy	54,649 +1,888	+4%	+$59.9K	0.41%	60
2026 Q1	$1.62M	Buy	52,761 +32,751	+164%	+$994K	0.36%	71
2025 Q4	$549K	Sell	20,010 -250	-1%	-$6.8K	0.12%	151
2025 Q3	$553K	Buy	+20,260	New	+$553K	0.13%	143

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Centurion Wealth Management's SCHD Position: Q3 2026 in Review

Centurion Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q3 2026, selling an estimated $86.5K and leaving 52,082 shares worth $1.69M. The position accounts for 0.41% of the portfolio, ranked #60.

Centurion Wealth Management first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q2 2026. 1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Centurion Wealth Management held 52,082 shares of Schwab US Dividend Equity ETF worth $1.69M as of Q3 2026.
Centurion Wealth Management sold 2,567 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $86.5K.
Schwab US Dividend Equity ETF made up 0.41% of Centurion Wealth Management's portfolio in Q3 2026, its #60 holding.
Centurion Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
Centurion Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.73M in Q2 2026.
1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.