Centerpoint Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Centerpoint Advisors, LLC

  • $278 Million
  • Q2 2024

A detailed history of Centerpoint Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 5,754 shares of SCHD stock, worth $475,913. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,754
Previous 5,952 3.33%
Holding current value
$475,913
Previous $480,000 6.88%
% of portfolio
0.16%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $15,010 - $15,869
-198 Reduced 3.33%
5,754 $447,000
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $317,630 - $340,339
-4,221 Reduced 41.49%
5,952 $480,000
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $8,228 - $9,387
123 Added 1.22%
10,173 $774,000
Q3 2023

Nov 01, 2023
BUY
$70.63 - $75.66 $5,438 - $5,825
77 Added 0.77%
10,050 $711,000
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $10,238 - $10,943
148 Added 1.51%
9,973 $724,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $3,795 - $4,213
54 Added 0.55%
9,825 $719,000
Q4 2022

Jan 24, 2023
BUY
$73.08 - $79.06 $23,093 - $24,982
316 Added 3.34%
9,771 $738,000
Q3 2022

Oct 13, 2022
BUY
N/A
949 Added 11.16%
9,455 $628,000
Q2 2022

Jul 18, 2022
BUY
N/A
5,967 Added 235.01%
8,506 $609,000
Q1 2022

Apr 27, 2022
BUY
N/A
1,669 Added 191.84%
2,539 $200,000
Q4 2021

Jan 14, 2022
BUY
N/A
655 Added 304.65%
870 $70,000
Q3 2021

Oct 25, 2021
BUY
N/A
214 Added 21400.0%
215 $16,000
Q2 2021

Jul 26, 2021
BUY
N/A
1 New
1 $0
Q3 2019

Oct 21, 2019
SELL
N/A
-235 Closed
0 $0
Q2 2019

Jul 17, 2019
BUY
N/A
235 New
235 $12,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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