Centerpoint Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Centerpoint Advisors, LLC

  • $286 Million
  • Q4 2024

A detailed history of Centerpoint Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 84,000 shares of SCHM stock, worth $2.35 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
84,000
Previous 28,000 200.0%
Holding current value
$2.35 Million
Previous $2.33 Million 0.04%
% of portfolio
0.82%
Previous 0.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$27.54 - $83.04 $1.54 Million - $4.65 Million
56,000 Added 200.0%
84,000 $2.33 Million
Q4 2022

Jan 24, 2023
BUY
$61.05 - $69.94 $1.71 Million - $1.96 Million
28,000 New
28,000 $1.84 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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