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
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio