Zrc Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Zrc Wealth Management, LLC

$233 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$43.09 - $46.83 $424,005 - $460,807	9,840 New	9,840 $435 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.6 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$73 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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