Zrc Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Zrc Wealth Management, LLC

$233 Billion
Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 39,875 shares of SCHB stock, worth $918,321. This represents 1.14% of its overall portfolio holdings.

Number of Shares

39,875

Previous 39,811 0.16%

Holding current value

$918,321

Previous $2.5 Billion 5.98%

% of portfolio

1.14%

Previous 1.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$59.93 - $66.52 $3,835 - $4,257	64 Added 0.16%	39,875 $2.65 Billion
Q2 2024 Jul 08, 2024	SELL	$57.57 - $63.3 $360,330 - $396,194	-6,259 Reduced 13.59%	39,811 $2.5 Billion
Q1 2024 Apr 19, 2024	SELL	$54.61 - $61.05 $63,566 - $71,062	-1,164 Reduced 2.46%	46,070 $2.81 Billion
Q4 2023 Jan 16, 2024	BUY	$47.61 - $55.91 $1.92 Million - $2.26 Million	40,383 Added 589.45%	47,234 $2.35 Billion
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $30,200 - $32,624	-609 Reduced 8.16%	6,851 $342 Million
Q2 2023 Jul 06, 2023	BUY	$47.08 - $51.7 $188 - $206	4 Added 0.05%	7,460 $386 Million
Q1 2023 May 04, 2023	BUY	$44.47 - $49.23 $331,568 - $367,058	7,456 New	7,456 $357 Million

Others Institutions Holding SCHB

# of Institutions

1,183

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Zrc Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History