Centerpoint Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Centerpoint Advisors, LLC

  • $286 Million
  • Q4 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 17,137 shares of SCHD stock, worth $472,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,137
Previous 5,754 197.83%
Holding current value
$472,295
Previous $486,000 3.7%
% of portfolio
0.16%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $306,544 - $966,985
11,383 Added 197.83%
17,137 $468,000
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
$67.16 - $79.06 $21,222 - $24,982
316 Added 3.34%
9,771 $738,000
Q3 2022

Oct 13, 2022
BUY
$66.43 - $77.87 $63,042 - $73,898
949 Added 11.16%
9,455 $628,000
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $419,539 - $478,792
5,967 Added 235.01%
8,506 $609,000
Q1 2022

Apr 27, 2022
BUY
$75.14 - $81.94 $125,408 - $136,757
1,669 Added 191.84%
2,539 $200,000
Q4 2021

Jan 14, 2022
BUY
$74.93 - $80.86 $49,079 - $52,963
655 Added 304.65%
870 $70,000
Q3 2021

Oct 25, 2021
BUY
$74.23 - $78.13 $15,885 - $16,719
214 Added 21400.0%
215 $16,000
Q2 2021

Jul 26, 2021
BUY
$73.32 - $77.65 $73 - $77
1 New
1 $0
Q3 2019

Oct 21, 2019
SELL
$54.39 - $55.76 $12,781 - $13,103
-235 Closed
0 $0
Q2 2019

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

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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