Zrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 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 29,318 shares of SCHD stock, worth $793,931. This represents 1.06% of its overall portfolio holdings.
Number of Shares
29,318
Previous 24,253
20.88%
Holding current value
$793,931
Previous $1.89 Billion
31.41%
% of portfolio
1.06%
Previous 0.89%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio