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 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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Centurion Wealth Management's SCHD Position: Q2 2026 in Review

Centurion Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, buying an estimated $59.9K and bringing the position to 54,649 shares worth $1.73M. 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 4 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Centurion Wealth Management held 54,649 shares of Schwab US Dividend Equity ETF worth $1.73M as of Q2 2026.
Centurion Wealth Management bought 1,888 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $59.9K.
Schwab US Dividend Equity ETF made up 0.41% of Centurion Wealth Management's portfolio in Q2 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 4 quarters since.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.