Centerpoint Advisors »

Schwab Strategic Tr us dividend eq shares owned by Centerpoint Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Centerpoint Advisors from 13F filings

Historical chart of Centerpoint Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Centerpoint Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Centerpoint Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $480k 6.0k 80.65
2023-12-31 $774k 10k 76.08
2023-09-30 $711k 10k 70.75
2023-06-30 $724k 10k 72.60
2023-03-31 $719k 9.8k 73.18
2022-12-31 $738k 9.8k 75.53
2022-09-30 $628k 9.5k 66.42
2022-06-30 $609k 8.5k 71.60
2022-03-31 $200k 2.5k 78.77
2021-12-31 $70k 870 80.46
2021-09-30 $16k 215 74.42
2021-06-30 $0 1 0.00
2019-06-30 $12k 235 51.06