Zrc Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 19,057 shares of SCHA stock, worth $951,325. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,057
Previous 19,078
0.11%
Holding current value
$951,325
Previous $939 Million
3.74%
% of portfolio
0.43%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,110Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.81 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$588 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$525 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$430 Million0.1% of portfolio