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

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

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 19,078 shares of SCHA stock, worth $900,290. This represents 0.47% of its overall portfolio holdings.

Number of Shares
19,078
Previous 20,834 8.43%
Holding current value
$900,290
Previous $863 Million 8.86%
% of portfolio
0.47%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email