Centric Wealth Management Schwab Intermediate Term Us Tr Transaction History

Centric Wealth Management

  • $399 Million
  • Q2 2025

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 325,987 shares of SCHR stock, worth $8.22 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
325,987
Previous 315,849 3.21%
Holding current value
$8.22 Million
Previous $7.85 Million 3.91%
% of portfolio
2.04%
Previous 2.2%

Shares

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

Aug 12, 2025
BUY
$24.54 - $25.07 $248,786 - $254,159
10,138 Added 3.21%
325,987 $8.16 Million
Q1 2025

May 15, 2025
BUY
$24.05 - $24.86 $293,265 - $303,142
12,194 Added 4.02%
315,849 $7.85 Million
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
495
Shares Held
373M
Call Options Held
0
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
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email