Zrc Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 36,081 shares of SCHM stock, worth $1.05 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
36,081
Previous 36,051 0.08%
Holding current value
$1.05 Million
Previous $1.01 Billion 5.76%
% of portfolio
0.39%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$28.15 - $30.13 $844 - $903
30 Added 0.08%
36,081 $1.07 Billion
Q2 2025

Jul 08, 2025
BUY
$22.92 - $28.05 $297 - $364
13 Added 0.04%
36,051 $1.01 Billion
Q1 2025

Apr 09, 2025
SELL
$25.58 - $29.24 $150,845 - $172,428
-5,897 Reduced 14.06%
36,038 $944 Million
Q4 2024

Jan 28, 2025
BUY
$27.54 - $83.04 $586,023 - $1.77 Million
21,279 Added 103.02%
41,935 $1.16 Billion
Q3 2024

Oct 04, 2024
BUY
$75.47 - $83.18 $80,300 - $88,503
1,064 Added 5.43%
20,656 $1.72 Billion
Q2 2024

Jul 08, 2024
SELL
$75.69 - $81.19 $63,276 - $67,874
-836 Reduced 4.09%
19,592 $1.52 Billion
Q1 2024

Apr 19, 2024
SELL
$72.89 - $81.43 $136,377 - $152,355
-1,871 Reduced 8.39%
20,428 $1.66 Billion
Q4 2023

Jan 16, 2024
BUY
$63.01 - $75.95 $1.19 Million - $1.43 Million
18,893 Added 554.7%
22,299 $1.51 Billion
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $2,603 - $2,885
-39 Reduced 1.13%
3,406 $231 Million
Q2 2023

Jul 06, 2023
BUY
$65.29 - $71.03 $195 - $213
3 Added 0.09%
3,445 $245 Million
Q1 2023

May 04, 2023
BUY
$64.24 - $73.9 $221,114 - $254,363
3,442 New
3,442 $234 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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