Zrc Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 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 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
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio