Centerpoint Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Centerpoint Advisors, LLC
- $271 Million
- Q1 2025
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 $2.05 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
90,000
Previous 90,000
-0.0%
Holding current value
$2.05 Million
Previous $2.33 Million
9.37%
% of portfolio
0.78%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,259Shares Held
246MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$603 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$412 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$327 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$240 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$116 Million0.26% of portfolio