Centric Wealth Management Schwab Intermediate Term Us Tr Transaction History

Centric Wealth Management

  • $350 Million
  • Q4 2024

A detailed history of Centric Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Centric Wealth Management holds 303,655 shares of SCHR stock, worth $7.49 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
303,655
Previous 329,584 7.87%
Holding current value
$7.49 Million
Previous $16.7 Million 55.77%
% of portfolio
2.1%
Previous 4.36%

Shares

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

Feb 12, 2025
SELL
$24.19 - $50.58 $627,222 - $1.31 Million
-25,929 Reduced 7.87%
303,655 $7.38 Million
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $16 Million - $16.8 Million
329,584 New
329,584 $16.7 Million

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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