A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 164,062 shares of SCHH stock, worth $3.26 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
164,062
Previous 121,642 34.87%
Holding current value
$3.26 Million
Previous $2.16 Billion 54.25%
% of portfolio
1.66%
Previous 1.29%

Shares

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

Apr 19, 2024

BUY
$19.39 - $20.93 $822,523 - $887,850
42,420 Added 34.87%
164,062 $3.33 Billion
Q4 2023

Jan 16, 2024

BUY
$16.76 - $20.95 $2.04 Million - $2.55 Million
121,642 New
121,642 $2.16 Billion
Q2 2023

Jul 06, 2023

BUY
$18.34 - $19.64 $1,778 - $1,905
97 New
97 $1.9 Million

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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