Zrc Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 19,592 shares of SCHM stock, worth $1.56 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
19,592
Previous 20,428
4.09%
Holding current value
$1.56 Million
Previous $1.66 Billion
8.33%
% of portfolio
0.72%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
899Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.68 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$807 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$294 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$165 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$159 Million2.99% of portfolio