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 361,226 shares of SCHX stock, worth $7.86 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

361,226

Previous 117,893 206.4%

Holding current value

$7.86 Million

Previous $8 Billion 4.68%

% of portfolio

3.54%

Previous 3.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,476

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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