Centricity Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 25,575 shares of SCHD stock, worth $696,663. This represents 0.54% of its overall portfolio holdings.

Number of Shares
25,575
Previous 29,805 14.19%
Holding current value
$696,663
Previous $833 Million 18.67%
% of portfolio
0.54%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$24.32 - $27.87 $102,873 - $117,890
-4,230 Reduced 14.19%
25,575 $678 Million
Q1 2025

Apr 14, 2025
SELL
$27.01 - $28.54 $268,533 - $283,744
-9,942 Reduced 25.01%
29,805 $833 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $1.07 Million - $3.38 Million
39,747 New
39,747 $1.09 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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