Skip to content
Disclosery

Centric Wealth Management: SCHQ position timeline

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

Centric Wealth Management held 164,686 SCHQ 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 164,686 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $5,083,859.

    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 164,686 shares
    Change vs previous 13F +9,690 shares

    1.01% of the 13F portfolio, value $5,083,859.

    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 154,996 shares
    Change vs previous 13F +5,992 shares

    1.03% of the 13F portfolio, value $4,873,073.

    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 149,004 shares
    Change vs previous 13F +5,401 shares

    1.08% of the 13F portfolio, value $4,857,539.

    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 143,603 shares
    Change vs previous 13F +11,450 shares

    1.08% of the 13F portfolio, value $4,537,855.

    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 132,153 shares
    Change vs previous 13F +5,178 shares

    1.14% of the 13F portfolio, value $4,329,332.

    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 126,975 shares
    Change vs previous 13F -22,640 shares

    1.08% of the 13F portfolio, value $3,990,824.

    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 149,615 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,835,557.

    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).