Zrc Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 39,811 shares of SCHB stock, worth $2.53 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
39,811
Previous 46,070
13.59%
Holding current value
$2.53 Million
Previous $2.81 Billion
11.01%
% of portfolio
1.19%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio