Zrc Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Zrc Wealth Management, LLC

$253 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 06, 2023	BUY	$49.25 - $50.96 $591 - $611	12 New	12 $592,000

Others Institutions Holding SCHR

# of Institutions

497

Shares Held

370M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.53 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

22.3M
Shares

$557 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$305 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.01M
Shares

$200 Million
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$117 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

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.