Centric Wealth Management Schwab Intermediate Term Us Tr Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 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 332,987 shares of SCHR stock, worth $8.36 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
332,987
Previous 325,987 2.15%
Holding current value
$8.36 Million
Previous $8.16 Million 2.55%
% of portfolio
2.02%
Previous 2.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$24.69 - $25.26 $172,830 - $176,820
7,000 Added 2.15%
332,987 $8.37 Million
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
517
Shares Held
385M
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
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