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Disclosery

Centric Wealth Management: SCHR position timeline

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

Centric Wealth Management held 351,983 SCHR 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 351,983 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $8,690,448.

    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 351,983 shares
    Change vs previous 13F +13,717 shares

    1.73% of the 13F portfolio, value $8,690,448.

    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 338,266 shares
    Change vs previous 13F +5,279 shares

    1.78% of the 13F portfolio, value $8,436,347.

    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 332,987 shares
    Change vs previous 13F +7,000 shares

    1.87% of the 13F portfolio, value $8,387,949.

    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 325,987 shares
    Change vs previous 13F +10,138 shares

    1.94% of the 13F portfolio, value $8,130,116.

    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 315,849 shares
    Change vs previous 13F +12,194 shares

    2.06% of the 13F portfolio, value $7,852,005.

    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 303,655 shares
    Change vs previous 13F -25,929 shares

    1.99% of the 13F portfolio, value $7,375,780.

    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 329,584 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $8,031,962.

    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).