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 $145,038. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,350
Previous 5,884 9.08%
Holding current value
$145,038
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
847
Shares Held
173M
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
Track This Portfolio

Track Cic Wealth, LLC Portfolio

Follow Cic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email