Zrc Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Zrc Wealth Management, LLC
- $231 Billion
- Q1 2025
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 187,577 shares of SCHH stock, worth $4 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
187,577
Previous 179,366
4.58%
Holding current value
$4 Million
Previous $3.78 Billion
6.81%
% of portfolio
1.74%
Previous 1.6%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
178MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio