Certuity’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Certuity’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 Q1	$848K	Buy	21,946 +1	+0%	+$30	0.06%	191
2025 Q4	$787K	Sell	21,945 -506	-2%	-$13.8K	0.05%	187
2025 Q3	$799K	Buy	22,451 +505	+2%	+$13.8K	0.05%	181
2025 Q2	$770K	Hold	21,946	–	–	0.07%	151
2025 Q1	$797K	Buy	21,946 +8,360	+62%	+$233K	0.08%	140
2024 Q4	$557K	Buy	13,586 +3,800	+39%	+$108K	0.06%	163
2024 Q3	$276K	Sell	9,786 -20,637	-68%	-$562K	0.03%	279
2024 Q2	$789K	Sell	30,423 -933	-3%	-$24.3K	0.06%	147
2024 Q1	$843K	Sell	31,356 -1,071	-3%	-$27.7K	0.07%	128
2023 Q4	$823K	Sell	32,427 -228	-0.7%	-$5.43K	0.08%	129
2023 Q3	$770K	Buy	32,655 +3,153	+11%	+$77.4K	0.09%	97
2023 Q2	$714K	Buy	29,502 +12,747	+76%	+$305K	0.08%	109
2023 Q1	$409K	Buy	+16,755	New	+$419K	0.06%	123

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Certuity's SCHD Position: Q1 2026 in Review

Certuity increased its Schwab US Dividend Equity ETF (SCHD) stake by 0% in Q1 2026, buying an estimated $30 and bringing the position to 21,946 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #191.

Certuity first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Certuity held 21,946 shares of Schwab US Dividend Equity ETF worth $848K as of Q1 2026.
Certuity bought 1 Schwab US Dividend Equity ETF share in Q1 2026, an estimated $30.
Schwab US Dividend Equity ETF made up 0.06% of Certuity's portfolio in Q1 2026, its #191 holding.
Certuity first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.