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Centric Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Centric Wealth Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.54M Buy
143,603
+11,450
+9% +$362K 1.08% 23
2025
Q1 		$4.33M Buy
132,153
+5,178
+4% +$170K 1.14% 19
2024
Q4 		$3.99M Sell
126,975
-22,640
-15% -$712K 1.08% 19
2024
Q3 		$4.84M Buy
+149,615
New +$4.84M 1.29% 14