Zrc Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Zrc Wealth Management, LLC

$278 Billion
Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 39,108 shares of SCHA stock, worth $1.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

39,108

Previous 37,915 3.15%

Holding current value

$1.1 Million

Previous $959 Million 13.75%

% of portfolio

0.39%

Previous 0.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$25.29 - $28.33 $30,170 - $33,797	1,193 Added 3.15%	39,108 $1.09 Billion
Q2 2025 Jul 08, 2025	BUY	$20.42 - $25.3 $13,518 - $16,748	662 Added 1.78%	37,915 $959 Million
Q1 2025 Apr 09, 2025	SELL	$23.16 - $27.04 $3,311 - $3,866	-143 Reduced 0.38%	37,253 $873 Million
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $457,282 - $923,591	18,053 Added 93.33%	37,396 $967 Million
Q3 2024 Oct 04, 2024	BUY	$46.9 - $51.96 $13,413 - $14,860	286 Added 1.5%	19,343 $996 Million
Q2 2024 Jul 08, 2024	SELL	$45.24 - $49.04 $950 - $1,029	-21 Reduced 0.11%	19,057 $904 Million
Q1 2024 Apr 19, 2024	SELL	$44.84 - $49.24 $78,739 - $86,465	-1,756 Reduced 8.43%	19,078 $939 Million
Q4 2023 Jan 16, 2024	BUY	$38.13 - $48.02 $498,511 - $627,813	13,074 Added 168.48%	20,834 $863 Million
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $3,186 - $3,595	-78 Reduced 1.0%	7,760 $321 Million
Q2 2023 Jul 06, 2023	BUY	$39.91 - $43.82 $13,848 - $15,205	347 Added 4.63%	7,838 $343 Million
Q1 2023 May 04, 2023	BUY	$39.82 - $46.36 $298,291 - $347,282	7,491 New	7,491 $314 Million

Others Institutions Holding SCHA

# of Institutions

1,279

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Zrc Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History