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 5,350 shares of SCHV stock, worth $148,730. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,350
Previous 5,884 9.08%
Holding current value
$148,730
Previous $436 Million 1.36%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$73.43 - $80.37 $39,211 - $42,917
-534 Reduced 9.08%
5,350 $430 Million
Q4 2023

Jan 11, 2024
SELL
$61.16 - $70.24 $24,464 - $28,095
-400 Reduced 6.37%
5,884 $412 Million
Q4 2022

Feb 15, 2023
BUY
$59.13 - $69.24 $371,572 - $435,104
6,284 New
6,284 $415 Million

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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