Centric Wealth Management Schwab Strategic Tr Long Term Transaction History

Centric Wealth Management

  • $350 Million
  • Q4 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 126,975 shares of SCHQ stock, worth $4.09 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
126,975
Previous 149,615 15.13%
Holding current value
$4.09 Million
Previous $5.24 Million 23.78%
% of portfolio
1.14%
Previous 1.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
11.5M
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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