Cic Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Cic Wealth, LLC
- $363 Billion
- Q2 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 5,884 shares of SCHV stock, worth $461,952. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,884
Previous 5,884
-0.0%
Holding current value
$461,952
Previous $447 Million
2.5%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.46 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$903 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$874 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$350 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$316 Million0.11% of portfolio