Centerpoint Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Centerpoint Advisors, LLC

$288 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$51.87 - $56.86 $51 - $56	-1 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$48.92 - $52.14 $48 - $52	1 New	1 $0

Others Institutions Holding SCHB

# of Institutions

1,184

Shares Held

169M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$471 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$138 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.4 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.3 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.3 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.