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

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024

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 117,893 shares of SCHX stock, worth $2.76 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
117,893
Previous 119,765 1.56%
Holding current value
$2.76 Million
Previous $7.69 Billion 3.95%
% of portfolio
3.43%
Previous 3.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email