Zrc Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 42,463 shares of SCHC stock, worth $1.55 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

42,463

Previous 41,094 3.33%

Holding current value

$1.55 Million

Previous $1.58 Billion 7.93%

% of portfolio

0.62%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$33.93 - $38.37 $46,450 - $52,528	1,369 Added 3.33%	42,463 $1.46 Billion
Q3 2024 Oct 04, 2024	BUY	$34.48 - $38.87 $20,274 - $22,855	588 Added 1.45%	41,094 $1.58 Billion
Q2 2024 Jul 08, 2024	BUY	$34.12 - $36.71 $108,842 - $117,104	3,190 Added 8.55%	40,506 $1.44 Billion
Q1 2024 Apr 19, 2024	BUY	$33.2 - $35.86 $572,500 - $618,369	17,244 Added 85.91%	37,316 $1.34 Billion
Q4 2023 Jan 16, 2024	BUY	$30.0 - $35.05 $581,550 - $679,444	19,385 Added 2821.69%	20,072 $647 Million
Q1 2023 May 04, 2023	BUY	$31.54 - $34.93 $21,667 - $23,996	687 New	687 $23.2 Million

Others Institutions Holding SCHC

# of Institutions

450

Shares Held

52.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Zrc Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History