Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,332 shares of SCHK stock, worth $183,926. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,332
Previous 3,332
-0.0%
Holding current value
$183,926
Previous $174 Million
5.66%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$104 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$70 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.4 Million6.58% of portfolio