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 $213,839. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,745
Previous 8,165
5.14%
Holding current value
$213,839
Previous $823 Million
2.0%
% of portfolio
0.21%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$679 Million0.25% of portfolio