Certified Advisory Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Certified Advisory Corp’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	$6.15M	Sell	193,921 -15,907	-8%	-$505K	0.5%	58
2026 Q1	$6.44M	Sell	209,828 -3,312	-2%	-$100K	0.58%	54
2025 Q4	$5.85M	Sell	213,140 -20,754	-9%	-$564K	0.53%	58
2025 Q3	$6.39M	Sell	233,894 -120,837	-34%	-$3.3M	0.61%	52
2025 Q2	$9.4M	Sell	354,731 -214,671	-38%	-$5.61M	0.98%	31
2025 Q1	$15.9M	Sell	569,402 -150,152	-21%	-$4.19M	1.8%	9
2024 Q4	$19.7M	Buy	719,554 +52	+0%	+$1.48K	2.13%	6
2024 Q3	$20.3M	Buy	719,502 +297	+0%	+$8.09K	2.25%	6
2024 Q2	$18.6M	Buy	719,205 +39,036	+6%	+$1.02M	2.34%	6
2024 Q1	$18.3M	Buy	680,169 +122,358	+22%	+$3.16M	2.55%	6
2023 Q4	$14.2M	Sell	557,811 -209,157	-27%	-$4.98M	2.15%	7
2023 Q3	$17.9M	Buy	766,968 +47,976	+7%	+$1.18M	3.3%	3
2023 Q2	$17.4M	Sell	718,992 -31,911	-4%	-$762K	3.2%	4
2023 Q1	$18.3M	Buy	750,903 +78,591	+12%	+$1.96M	3.26%	4
2022 Q4	$16.9M	Buy	672,312 +12,273	+2%	+$303K	3.35%	4
2022 Q3	$14.6M	Buy	660,039 +57,594	+10%	+$1.4M	3.34%	4
2022 Q2	$14.4M	Buy	602,445 +77,637	+15%	+$1.98M	3.21%	4
2022 Q1	$13.8M	Buy	524,808 +145,617	+38%	+$3.81M	2.93%	6
2021 Q4	$10.2M	Buy	379,191 +40,092	+12%	+$1.04M	2.25%	8
2021 Q3	$8.39M	Buy	339,099 +74,931	+28%	+$1.9M	2.04%	8
2021 Q2	$6.66M	Buy	264,168 +66,672	+34%	+$1.68M	1.67%	12
2021 Q1	$4.8M	Buy	+197,496	New	+$4.49M	1.24%	17
2020 Q2	$22K	Buy	1,293 +12	+0.9%	+$203	0.01%	425
2020 Q1	$19K	Buy	1,281 +12	+0.9%	+$215	0.01%	426
2019 Q4	$25K	Buy	1,269 +9	+0.7%	+$169	0.01%	437
2019 Q3	$23K	Buy	1,260 +21	+2%	+$376	0.01%	463
2019 Q2	$22K	Hold	1,239	–	–	0.01%	471
2019 Q1	$22K	Buy	+1,239	New	+$20.8K	0.01%	433
2018 Q4	–	Sell	-1,719	Closed	-$30K	–	781
2018 Q3	$30K	Buy	1,719 +12	+0.7%	+$208	0.01%	369
2018 Q2	$28K	Buy	1,707 +15	+0.9%	+$247	0.02%	366
2018 Q1	$27K	Buy	1,692 +60	+4%	+$1.02K	0.02%	355
2017 Q4	$27K	Buy	+1,632	New	+$26.8K	0.02%	317

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

Certified Advisory Corp's SCHD Position: Q2 2026 in Review

Certified Advisory Corp reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q2 2026, selling an estimated $505K and leaving 193,921 shares worth $6.15M. The position accounts for 0.5% of the portfolio, ranked #58.

Certified Advisory Corp first reported a position in SCHD in Q4 2017 and has held it in 32 quarters since. The position peaked at $20.3M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Certified Advisory Corp held 193,921 shares of Schwab US Dividend Equity ETF worth $6.15M as of Q2 2026.
Certified Advisory Corp sold 15,907 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $505K.
Schwab US Dividend Equity ETF made up 0.5% of Certified Advisory Corp's portfolio in Q2 2026, its #58 holding.
Certified Advisory Corp first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 32 quarters since.
Certified Advisory Corp's Schwab US Dividend Equity ETF position peaked at $20.3M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.