Zrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Zrc Wealth Management, LLC

$282 Billion
Q4 2025

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 420,588 shares of SCHX stock, worth $11.2 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

420,588

Previous 437,507 3.87%

Holding current value

$11.2 Million

Previous $11.5 Billion 1.79%

% of portfolio

4.01%

Previous 4.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$25.85 - $27.19 $437,356 - $460,027	-16,919 Reduced 3.87%	420,588 $11.3 Billion
Q3 2025 Oct 14, 2025	BUY	$24.46 - $26.5 $159,430 - $172,727	6,518 Added 1.51%	437,507 $11.5 Billion
Q2 2025 Jul 08, 2025	BUY	$19.6 - $24.44 $16,326 - $20,358	833 Added 0.19%	430,989 $10.5 Billion
Q1 2025 Apr 09, 2025	BUY	$21.75 - $24.28 $1.5 Million - $1.67 Million	68,930 Added 19.08%	430,156 $9.5 Billion
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $5.45 Million - $16.6 Million	243,333 Added 206.4%	361,226 $8.37 Billion

Q3 2024 Oct 04, 2024	SELL	$61.11 - $67.85 $114,397 - $127,015	-1,872 Reduced 1.56%	117,893 $8 Billion
Q2 2024 Jul 08, 2024	SELL	$58.7 - $64.78 $758,286 - $836,828	-12,918 Reduced 9.74%	119,765 $7.69 Billion
Q1 2024 Apr 19, 2024	BUY	$55.41 - $62.08 $553,490 - $620,117	9,989 Added 8.14%	132,683 $8.23 Billion
Q4 2023 Jan 16, 2024	BUY	$48.47 - $56.6 $5.95 Million - $6.94 Million	122,674 Added 613370.0%	122,694 $6.21 Billion
Q2 2023 Jul 06, 2023	BUY	$47.67 - $52.37 $953 - $1,047	20 New	20 $1.05 Million

Others Institutions Holding SCHX

# of Institutions

1,639

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Zrc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History