Zrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 20,601 shares of SCHD stock, worth $1.59 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
20,601
Previous 11,791 74.72%
Holding current value
$1.59 Million
Previous $834 Million 99.08%
% of portfolio
0.83%
Previous 0.5%

Shares

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

Apr 19, 2024
BUY
$75.25 - $80.63 $662,952 - $710,350
8,810 Added 74.72%
20,601 $1.66 Billion
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $718,907 - $820,134
10,746 Added 1028.33%
11,791 $834 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $635 - $680
9 Added 0.87%
1,045 $74 Million
Q2 2023

Jul 06, 2023
BUY
$69.18 - $73.94 $691 - $739
10 Added 0.97%
1,036 $75.2 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $72,107 - $80,058
1,026 New
1,026 $75.1 Million

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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