Zrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Zrc Wealth Management, LLC

  • $282 Billion
  • Q4 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 131,526 shares of SCHD stock, worth $3.58 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
131,526
Previous 121,471 8.28%
Holding current value
$3.58 Million
Previous $3.32 Billion 8.79%
% of portfolio
1.28%
Previous 1.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$26.44 - $27.53 $265,854 - $276,814
10,055 Added 8.28%
131,526 $3.61 Billion
Q3 2025

Oct 14, 2025
SELL
$26.38 - $27.95 $8,494 - $8,999
-322 Reduced 0.26%
121,471 $3.32 Billion
Q2 2025

Jul 08, 2025
BUY
$24.32 - $27.87 $35,385 - $40,550
1,455 Added 1.21%
121,793 $3.23 Billion
Q1 2025

Apr 09, 2025
BUY
$27.01 - $28.54 $775,538 - $819,469
28,713 Added 31.34%
120,338 $3.36 Billion
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $1.68 Million - $5.29 Million
62,307 Added 212.52%
91,625 $2.5 Billion
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $390,106 - $430,828
5,065 Added 20.88%
29,318 $2.48 Billion
Q2 2024

Jul 08, 2024
BUY
$75.81 - $80.15 $276,858 - $292,707
3,652 Added 17.73%
24,253 $1.89 Billion
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $662,952 - $710,350
8,810 Added 74.72%
20,601 $1.66 Billion
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $718,907 - $820,134
10,746 Added 1028.33%
11,791 $834 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $635 - $680
9 Added 0.87%
1,045 $74 Million
Q2 2023

Jul 06, 2023
BUY
$69.18 - $73.94 $691 - $739
10 Added 0.97%
1,036 $75.2 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $72,107 - $80,058
1,026 New
1,026 $75.1 Million

Others Institutions Holding SCHD

# of Institutions
2,063
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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