Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Put Options Transaction History

Zrc Wealth Management, LLC

$278 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

235

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

46.6M
Shares

$1.49 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.36M
Shares

$203 Million
12.04% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$130 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$98.6 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.43M
Shares

$77.5 Million
5.96% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.