Centerpoint Advisory Group Schwab Strategic Tr Us Dividen Transaction History
Centerpoint Advisory Group
- $103 Billion
- Q4 2024
A detailed history of Centerpoint Advisory Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centerpoint Advisory Group holds 13,125 shares of SCHD stock, worth $367,631. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,125Holding current value
$367,631% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,820Shares Held
420MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio