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Centerpoint Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Centerpoint Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Hold
13,125
– – 0.3% 68
2025
Q1 		$367K Hold
13,125
– – 0.36% 64
2024
Q4 		$359K Buy
+13,125
New +$359K 0.35% 63