Zrc Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

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 179,366 shares of SCHH stock, worth $3.85 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

179,366

Previous 188,729 4.96%

Holding current value

$3.85 Million

Previous $4.37 Billion 13.62%

% of portfolio

1.6%

Previous 1.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$20.55 - $23.26 $192,409 - $217,783	-9,363 Reduced 4.96%	179,366 $3.78 Billion
Q3 2024 Oct 04, 2024	BUY	$19.78 - $23.53 $204,010 - $242,688	10,314 Added 5.78%	188,729 $4.37 Billion
Q2 2024 Jul 08, 2024	BUY	$18.53 - $20.2 $265,961 - $289,930	14,353 Added 8.75%	178,415 $3.56 Billion
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

# of Institutions

530

Shares Held

176M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Zrc Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History