Centric Wealth Management Schwab Strategic Tr Us Dividen Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
A detailed history of Centric Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centric Wealth Management holds 62,938 shares of SCHD stock, worth $5.3 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
62,938
Previous 60,233
4.49%
Holding current value
$5.3 Million
Previous $4.86 Million
0.78%
% of portfolio
1.49%
Previous 1.59%
Shares
18 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio