Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Zrc Wealth Management, LLC
- $253 Billion
- Q2 2025
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 30,757 shares of SCHK stock, worth $919,019. This represents 0.36% of its overall portfolio holdings.
Number of Shares
30,757
Previous 6,664
361.54%
Holding current value
$919,019
Previous $179 Million
411.26%
% of portfolio
0.36%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
221Shares Held
70.2MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.4 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$206 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$122 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$72.8 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$59.6 Million7.2% of portfolio