Zrc Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 46,070 shares of SCHB stock, worth $2.95 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
46,070
Previous 47,234 2.46%
Holding current value
$2.95 Million
Previous $2.35 Billion 19.45%
% of portfolio
1.41%
Previous 1.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$54.61 - $61.05 $63,566 - $71,062
-1,164 Reduced 2.46%
46,070 $2.81 Billion
Q4 2023

Jan 16, 2024
BUY
$47.61 - $55.91 $1.92 Million - $2.26 Million
40,383 Added 589.45%
47,234 $2.35 Billion
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $30,200 - $32,624
-609 Reduced 8.16%
6,851 $342 Million
Q2 2023

Jul 06, 2023
BUY
$47.08 - $51.7 $188 - $206
4 Added 0.05%
7,460 $386 Million
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $331,568 - $367,058
7,456 New
7,456 $357 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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