Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 6,664 shares of SCHK stock, worth $191,056. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,664
Previous 3,332
100.0%
Holding current value
$191,056
Previous $184 Million
2.41%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
200Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.37 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$200 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$126 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$75.5 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$55.6 Million5.64% of portfolio