Centerpoint Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Centerpoint Advisors, LLC
- $286 Million
- Q4 2024
A detailed history of Centerpoint Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 90,000 shares of SCHA stock, worth $2.4 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
90,000
Previous 45,000
100.0%
Holding current value
$2.4 Million
Previous $2.32 Million
0.39%
% of portfolio
0.81%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,240Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio