Centricity Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Centricity Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 29,805 shares of SCHD stock, worth $822,021. This represents 0.76% of its overall portfolio holdings.

Number of Shares
29,805
Previous 39,747 25.01%
Holding current value
$822,021
Previous $1.09 Billion 23.26%
% of portfolio
0.76%
Previous 1.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$27.01 - $28.54 $268,533 - $283,744
-9,942 Reduced 25.01%
29,805 $833 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $1.07 Million - $3.38 Million
39,747 New
39,747 $1.09 Billion

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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