Cerity Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cerity Partners’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	$80M	Buy	2,522,251 +19,848	+0.8%	+$630K	0.1%	180
2026 Q1	$76.8M	Sell	2,502,403 -2,930,338	-54%	-$88.9M	0.11%	174
2025 Q4	$149M	Sell	5,432,741 -1,167,197	-18%	-$31.7M	0.22%	92
2025 Q3	$180M	Buy	6,599,938 +1,005,469	+18%	+$27.4M	0.29%	69
2025 Q2	$148M	Sell	5,594,469 -26,104	-0.5%	-$682K	0.26%	76
2025 Q1	$157M	Sell	5,620,573 -14,794	-0.3%	-$412K	0.32%	62
2024 Q4	$154M	Buy	5,635,367 +2,083,517	+59%	+$59.2M	0.33%	60
2024 Q3	$100M	Buy	3,551,850 +149,649	+4%	+$4.08M	0.22%	95
2024 Q2	$89M	Buy	3,402,201 +29,001	+0.9%	+$755K	0.23%	89
2024 Q1	$90.6M	Sell	3,373,200 -21,246	-0.6%	-$549K	0.24%	90
2023 Q4	$86.1M	Buy	3,394,446 +298,155	+10%	+$7.11M	0.28%	82
2023 Q3	$73M	Buy	3,096,291 +94,551	+3%	+$2.32M	0.36%	78
2023 Q2	$72.7M	Buy	3,001,740 +939,762	+46%	+$22.5M	0.28%	84
2023 Q1	$50.3M	Buy	2,061,978 +1,931,697	+1,483%	+$48.3M	0.12%	130
2022 Q4	$3.28M	Buy	130,281 +21,483	+20%	+$530K	0.02%	438
2022 Q3	$2.41M	Buy	108,798 +24,501	+29%	+$595K	0.03%	344
2022 Q2	$2.01M	Buy	84,297 +19,281	+30%	+$490K	0.02%	398
2022 Q1	$1.71M	Buy	65,016 +6,624	+11%	+$173K	0.03%	354
2021 Q4	$1.57M	Buy	58,392 +24,735	+73%	+$643K	0.02%	356
2021 Q3	$833K	Buy	33,657 +1,755	+6%	+$44.6K	0.02%	385
2021 Q2	$804K	Sell	31,902 -10,626	-25%	-$268K	0.02%	394
2021 Q1	$1.03M	Sell	42,528 -1,431	-3%	-$32.5K	0.02%	343
2020 Q4	$940K	Buy	43,959 +27,138	+161%	+$550K	0.03%	315
2020 Q3	$310K	Sell	16,821 -930	-5%	-$17.1K	0.01%	398
2020 Q2	$306K	Sell	17,751 -5,562	-24%	-$93.9K	0.02%	352
2020 Q1	$350K	Sell	23,313 -3,117	-12%	-$56K	0.02%	321
2019 Q4	$510K	Buy	26,430 +14,343	+119%	+$269K	0.03%	332
2019 Q3	$220K	Sell	12,087 -12,171	-50%	-$218K	0.01%	440
2019 Q2	$430K	Buy	+24,258	New	+$427K	0.03%	338

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners's SCHD Position: Q2 2026 in Review

Cerity Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $630K and bringing the position to 2,522,251 shares worth $80M. The position accounts for 0.1% of the portfolio, ranked #180.

Cerity Partners first reported a position in SCHD in Q2 2019 and has held it in 29 quarters since. The position peaked at $180M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cerity Partners held 2,522,251 shares of Schwab US Dividend Equity ETF worth $80M as of Q2 2026.
Cerity Partners bought 19,848 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $630K.
Schwab US Dividend Equity ETF made up 0.1% of Cerity Partners's portfolio in Q2 2026, its #180 holding.
Cerity Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 29 quarters since.
Cerity Partners's Schwab US Dividend Equity ETF position peaked at $180M in Q3 2025.
2,004 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.