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 $682,341. This represents 0.54% of its overall portfolio holdings.

Number of Shares
25,575
Previous 29,805 14.19%
Holding current value
$682,341
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
2,002
Shares Held
899M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Centricity Wealth Management, LLC Portfolio

Follow Centricity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centricity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centricity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email