Zrc Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 188,729 shares of SCHH stock, worth $3.99 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
188,729
Previous 178,415 5.78%
Holding current value
$3.99 Million
Previous $3.56 Billion 22.73%
% of portfolio
1.88%
Previous 1.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$19.78 - $23.53 $204,010 - $242,688
10,314 Added 5.78%
188,729 $4.37 Billion
Q2 2024

Jul 08, 2024
BUY
$18.53 - $20.2 $265,961 - $289,930
14,353 Added 8.75%
178,415 $3.56 Billion
Q1 2024

Apr 19, 2024
BUY
$19.39 - $20.93 $822,523 - $887,850
42,420 Added 34.87%
164,062 $3.33 Billion
Q4 2023

Jan 16, 2024
BUY
$16.76 - $20.95 $2.04 Million - $2.55 Million
121,642 New
121,642 $2.16 Billion
Q2 2023

Jul 06, 2023
BUY
$18.34 - $19.64 $1,778 - $1,905
97 New
97 $1.9 Million

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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