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

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

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 120,338 shares of SCHD stock, worth $3.11 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

120,338

Previous 91,625 31.34%

Holding current value

$3.11 Million

Previous $2.5 Billion 34.42%

% of portfolio

1.45%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$27.01 - $28.54 $775,538 - $819,469	28,713 Added 31.34%	120,338 $3.36 Billion
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $1.68 Million - $5.29 Million	62,307 Added 212.52%	91,625 $2.5 Billion
Q3 2024 Oct 04, 2024	BUY	$77.02 - $85.06 $390,106 - $430,828	5,065 Added 20.88%	29,318 $2.48 Billion
Q2 2024 Jul 08, 2024	BUY	$75.81 - $80.15 $276,858 - $292,707	3,652 Added 17.73%	24,253 $1.89 Billion
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

1,976

Shares Held

845M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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