Centric Wealth Management Schwab Strategic Tr Long Term Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
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 149,615 shares of SCHQ stock, worth $4.85 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
149,615Holding current value
$4.85 Million% of portfolio
1.37%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
105Shares Held
14.6MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$88.7 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$76.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$59.5 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$32 Million0.15% of portfolio
-
Sfmg, LLC636KShares$20.6 Million1.83% of portfolio