Centric Wealth Management SCHR Holdings History
Centric Wealth Management's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 315,849.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $7.85 Mil. This investment constitutes 2.06% of their stock portfolio, and Centric Wealth Management now holds 0.07% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q3. And since then Centric Wealth Management has made 2 purchases of SCHR, at an average price of $24.98, for a total of 671,362.00 shares. In addition, there have been 1 sales at an average price of $24.60 for 355,513.00 shares. Based on historical transaction data and SCHR's current price of $24.76, Centric Wealth Management's estimated gain on his SCHR holdings is $-205,076.40, reflecting a -1.22% gain to date.
Centric Wealth Management SCHR ($24.76) Holding Chart
Centric Wealth Management SCHR ($24.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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