Centerpoint Advisory Group Schwab Strategic Tr Us Dividen Transaction History
Centerpoint Advisory Group
- $102 Billion
- Q1 2025
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 $336,918. This represents 0.36% of its overall portfolio holdings.
Number of Shares
13,125
Previous 13,125
-0.0%
Holding current value
$336,918
Previous $359 Million
2.34%
% of portfolio
0.36%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio