Ci Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 58,085 shares of SCHG stock, worth $6.02 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,085
Previous 55,363
4.92%
Holding current value
$6.02 Million
Previous $5.13 Million
14.1%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio