Zrc Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 8,093 shares of SCHG stock, worth $222,557. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,093
Previous 2,023 300.05%
Holding current value
$222,557
Previous $211 Million 7.01%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $157,395 - $639,171
6,070 Added 300.05%
8,093 $226 Million
Q1 2024

Apr 19, 2024
SELL
$80.6 - $93.32 $4,755 - $5,505
-59 Reduced 2.83%
2,023 $188 Million
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $4,175 - $4,525
-58 Reduced 2.71%
2,082 $151 Million
Q2 2023

Jul 06, 2023
SELL
$63.6 - $74.95 $3,307 - $3,897
-52 Reduced 2.37%
2,140 $160 Million
Q1 2023

May 04, 2023
BUY
$54.19 - $65.17 $118,784 - $142,852
2,192 New
2,192 $143 Million

Others Institutions Holding SCHG

# of Institutions
1,466
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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