Centurion Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Centurion Wealth Management LLC
- $457 Billion
- Q4 2025
A detailed history of Centurion Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Centurion Wealth Management LLC holds 20,010 shares of SCHD stock, worth $545,072. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,010
Previous 20,260
1.23%
Holding current value
$545,072
Previous $553 Million
0.76%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio