Centerpoint Advisory Group Schwab Strategic Tr Us Dividen Transaction History
Centerpoint Advisory Group
- $115 Billion
- Q2 2025
A detailed history of Centerpoint Advisory Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centerpoint Advisory Group holds 13,125 shares of SCHD stock, worth $348,731. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,125
Previous 13,125
-0.0%
Holding current value
$348,731
Previous $367 Million
5.22%
% of portfolio
0.3%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio