Centricity Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
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 39,747 shares of SCHD stock, worth $1.1 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
39,747Holding current value
$1.1 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
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Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio