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 Q3	$12M	Buy	369,749 +5,417	+1%	+$183K	6.52%	2
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Certior Financial Group's SCHD Position: Q3 2026 in Review

Certior Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q3 2026, buying an estimated $183K and bringing the position to 369,749 shares worth $12M. The position accounts for 6.52% of the portfolio, ranked #2.

Certior Financial Group first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Certior Financial Group held 369,749 shares of Schwab US Dividend Equity ETF worth $12M as of Q3 2026.
Certior Financial Group bought 5,417 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $183K.
Schwab US Dividend Equity ETF made up 6.52% of Certior Financial Group's portfolio in Q3 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 8 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.