Centric Wealth Management
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1752761
CHICAGO, IL
All Filings in SCHQ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $5,176,080 | 164,686 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SCHQ | $4,913,373 | 154,996 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 SCHQ | $4,814,319 | 149,004 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 SCHQ | $4,579,499 | 143,603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SCHQ | $4,329,332 | 132,153 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCHQ | $3,990,824 | 126,975 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 SCHQ | — | 149,615 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||