Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 30,262 shares of SCHK stock, worth $977,462. This represents 0.35% of its overall portfolio holdings.

Number of Shares
30,262
Previous 30,757 1.61%
Holding current value
$977,462
Previous $917 Million 5.98%
% of portfolio
0.35%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$29.8 - $32.29 $14,751 - $15,983
-495 Reduced 1.61%
30,262 $972 Million
Q2 2025

Jul 08, 2025
BUY
$23.87 - $29.82 $575,099 - $718,453
24,093 Added 361.54%
30,757 $917 Million
Q4 2024

Jan 28, 2025
BUY
$27.45 - $55.56 $91,463 - $185,125
3,332 Added 100.0%
6,664 $189 Million
Q4 2023

Jan 16, 2024
BUY
$39.52 - $46.21 $131,680 - $153,971
3,332 New
3,332 $138 Million

Others Institutions Holding SCHK

# of Institutions
239
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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