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Schwab Strategic Tr us dividend eq shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory Group 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 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 10k 27.30
2025-06-30 $348k 13k 26.50
2025-03-31 $367k 13k 27.96
2024-12-31 $359k 13k 27.32

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View all positions for Centerpoint Advisory Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq