Cic Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Cic Wealth, LLC
- $387 Billion
- Q3 2024
A detailed history of Cic Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cic Wealth, LLC holds 7,745 shares of SCHG stock, worth $194,244. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,745
Previous 8,165
5.14%
Holding current value
$194,244
Previous $823 Million
2.0%
% of portfolio
0.21%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$998 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$983 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$957 Million1.41% of portfolio