Centric Wealth Management Schwab Strategic Tr Long Term Transaction History

Centric Wealth Management

$415 Million
Q3 2025

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 149,004 shares of SCHQ stock, worth $4.79 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

149,004

Previous 143,603 3.76%

Holding current value

$4.79 Million

Previous $4.58 Million 5.13%

% of portfolio

1.16%

Previous 1.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$30.81 - $32.63 $166,404 - $176,234	5,401 Added 3.76%	149,004 $4.81 Million
Q2 2025 Aug 12, 2025	BUY	$30.46 - $33.4 $348,767 - $382,430	11,450 Added 8.66%	143,603 $4.58 Million
Q1 2025 May 15, 2025	BUY	$30.72 - $33.22 $159,068 - $172,013	5,178 Added 4.08%	132,153 $4.33 Million
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

117

Shares Held

14.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

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Centric Wealth Management Schwab Strategic Tr Long Term Transaction History