Certior Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Certior Financial 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	$11.6M	Buy	364,332 +24,762	+7%	+$786K	6.33%	2
2026 Q1	$10.4M	Buy	339,570 +23,149	+7%	+$702K	6.64%	3
2025 Q4	$8.68M	Buy	316,421 +15,496	+5%	+$421K	5.86%	2
2025 Q3	$8.22M	Buy	300,925 +19,625	+7%	+$535K	5.46%	3
2025 Q2	$7.45M	Buy	281,300 +18,619	+7%	+$486K	5.56%	2
2025 Q1	$7.34M	Buy	262,681 +97,462	+59%	+$2.72M	5.94%	2
2024 Q4	$4.51M	Buy	+165,219	New	+$4.7M	3.91%	5

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Certior Financial Group's SCHD Position: Q2 2026 in Review

Certior Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.3% in Q2 2026, buying an estimated $786K and bringing the position to 364,332 shares worth $11.6M. The position accounts for 6.33% of the portfolio, ranked #2.

Certior Financial Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 979 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Certior Financial Group held 364,332 shares of Schwab US Dividend Equity ETF worth $11.6M as of Q2 2026.
Certior Financial Group bought 24,762 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $786K.
Schwab US Dividend Equity ETF made up 6.33% of Certior Financial Group's portfolio in Q2 2026, its #2 holding.
Certior Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
979 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.