Centric Wealth Management Schwab Intermediate Term Us Tr Transaction History

Centric Wealth Management

  • $357 Million
  • Q1 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 315,849 shares of SCHR stock, worth $7.8 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
315,849
Previous 303,655 4.02%
Holding current value
$7.8 Million
Previous $7.38 Million 6.47%
% of portfolio
2.2%
Previous 2.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
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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