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Centric Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Centric Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.13M Buy
325,987
+10,138
+3% +$253K 1.94% 11
2025
Q1 		$7.85M Buy
315,849
+12,194
+4% +$303K 2.06% 8
2024
Q4 		$7.38M Sell
303,655
-25,929
-8% -$630K 1.99% 9
2024
Q3 		$8.03M Buy
+329,584
New +$8.03M 2.13% 7