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

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 37,396 shares of SCHA stock, worth $994,733. This represents 0.41% of its overall portfolio holdings.

Number of Shares

37,396

Previous 19,343 93.33%

Holding current value

$994,733

Previous $996 Million 2.92%

% of portfolio

0.41%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $457,282 - $923,591	18,053 Added 93.33%	37,396 $967 Million
Q3 2024 Oct 04, 2024	BUY	$46.9 - $51.96 $13,413 - $14,860	286 Added 1.5%	19,343 $996 Million
Q2 2024 Jul 08, 2024	SELL	$45.24 - $49.04 $950 - $1,029	-21 Reduced 0.11%	19,057 $904 Million
Q1 2024 Apr 19, 2024	SELL	$44.84 - $49.24 $78,739 - $86,465	-1,756 Reduced 8.43%	19,078 $939 Million
Q4 2023 Jan 16, 2024	BUY	$38.13 - $48.02 $498,511 - $627,813	13,074 Added 168.48%	20,834 $863 Million
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $3,186 - $3,595	-78 Reduced 1.0%	7,760 $321 Million
Q2 2023 Jul 06, 2023	BUY	$39.91 - $43.82 $13,848 - $15,205	347 Added 4.63%	7,838 $343 Million
Q1 2023 May 04, 2023	BUY	$39.82 - $46.36 $298,291 - $347,282	7,491 New	7,491 $314 Million

Others Institutions Holding SCHA

# of Institutions

1,235

Shares Held

270M

Call Options Held

64.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Zrc Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History