Zrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 430,156 shares of SCHX stock, worth $9.45 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

430,156

Previous 361,226 19.08%

Holding current value

$9.45 Million

Previous $8.37 Billion 13.43%

% of portfolio

4.11%

Previous 3.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$21.75 - $24.28 $1.5 Million - $1.67 Million	68,930 Added 19.08%	430,156 $9.5 Billion
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $5.45 Million - $16.6 Million	243,333 Added 206.4%	361,226 $8.37 Billion
Q3 2024 Oct 04, 2024	SELL	$61.11 - $67.85 $114,397 - $127,015	-1,872 Reduced 1.56%	117,893 $8 Billion
Q2 2024 Jul 08, 2024	SELL	$58.7 - $64.78 $758,286 - $836,828	-12,918 Reduced 9.74%	119,765 $7.69 Billion
Q1 2024 Apr 19, 2024	BUY	$55.41 - $62.08 $553,490 - $620,117	9,989 Added 8.14%	132,683 $8.23 Billion
Q4 2023 Jan 16, 2024	BUY	$48.47 - $56.6 $5.95 Million - $6.94 Million	122,674 Added 613370.0%	122,694 $6.21 Billion
Q2 2023 Jul 06, 2023	BUY	$47.67 - $52.37 $953 - $1,047	20 New	20 $1.05 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Account

Zrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History