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Schwab Strategic Tr long term us shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 149k 32.60
2025-06-30 $4.5M 144k 31.60
2025-03-31 $4.3M 132k 32.76
2024-12-31 $4.0M 127k 31.43
2024-09-30 $4.8M 150k 32.32

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
Mirae Asset Global Investments
LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Jpmorgan Chase & Co
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Beacon Bridge Wealth Partners
Park Avenue Securities

View all funds holding Schwab Strategic Tr long term us