Zrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 24,253 shares of SCHD stock, worth $1.97 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
24,253
Previous 20,601
17.73%
Holding current value
$1.97 Million
Previous $1.66 Billion
13.54%
% of portfolio
0.89%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio