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Centric Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Centric Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Hold
21,359
– – 0.09% 127
2026
Q1 		$592K Buy
+21,359
New +$560K 0.12% 117

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Centric Wealth Management's SCHB Position: Q2 2026 in Review

Centric Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 21,359 shares worth $592K. The position accounts for 0.09% of the portfolio, ranked #127.

Centric Wealth Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Centric Wealth Management held 21,359 shares of Schwab US Broad Market ETF worth $592K as of Q2 2026.
  • Centric Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.09% of Centric Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Centric Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.