Centric Wealth Management Schwab Strategic Tr Long Term Transaction History

Centric Wealth Management

  • $399 Million
  • Q2 2025

A detailed history of Centric Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Centric Wealth Management holds 143,603 shares of SCHQ stock, worth $4.73 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
143,603
Previous 132,153 8.66%
Holding current value
$4.73 Million
Previous $4.33 Million 5.78%
% of portfolio
1.15%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$30.46 - $33.4 $348,767 - $382,430
11,450 Added 8.66%
143,603 $4.58 Million
Q1 2025

May 15, 2025
BUY
$30.72 - $33.22 $159,068 - $172,013
5,178 Added 4.08%
132,153 $4.33 Million
Q4 2024

Feb 12, 2025
SELL
$31.33 - $35.13 $709,311 - $795,343
-22,640 Reduced 15.13%
126,975 $3.99 Million
Q3 2024

Nov 14, 2024
BUY
$32.17 - $35.98 $4.81 Million - $5.38 Million
149,615 New
149,615 $5.24 Million

Others Institutions Holding SCHQ

# of Institutions
111
Shares Held
14.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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