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Centric Wealth Management: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centric Wealth Management on SCHD, newest first. How the timeline and the estimate are built.

Centric Wealth Management held 241,204 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,204 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $7,602,747.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 241,204 shares
    Change vs previous 13F +5,407 shares

    1.52% of the 13F portfolio, value $7,602,747.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 235,797 shares
    Change vs previous 13F +5,357 shares

    1.49% of the 13F portfolio, value $7,073,912.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 230,440 shares
    Change vs previous 13F +5,868 shares

    1.37% of the 13F portfolio, value $6,164,273.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 224,572 shares
    Change vs previous 13F +20,949 shares

    1.44% of the 13F portfolio, value $6,036,493.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 203,623 shares
    Change vs previous 13F +7,091 shares

    1.5% of the 13F portfolio, value $5,693,311.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 196,532 shares
    Change vs previous 13F +34 shares

    1.45% of the 13F portfolio, value $5,369,262.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 196,498 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $5,706,290.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).