Zrc Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
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 20,428 shares of SCHM stock, worth $1.58 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,428
Previous 22,299
8.39%
Holding current value
$1.58 Million
Previous $1.51 Billion
10.22%
% of portfolio
0.83%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio