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 $212,910. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,745
Previous 8,165 5.14%
Holding current value
$212,910
Previous $823 Million 2.0%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Nov 08, 2024

SELL
$92.63 - $105.69 $38,904 - $44,389
-420 Reduced 5.14%
7,745 $807 Million
Q2 2024

Jul 12, 2024

SELL
$87.04 - $101.61 $435 - $508
-5 Reduced 0.06%
8,165 $823 Million
Q1 2024

Apr 15, 2024

SELL
$80.6 - $93.32 $1,128 - $1,306
-14 Reduced 0.17%
8,170 $758 Million
Q4 2023

Jan 11, 2024

SELL
$70.08 - $83.37 $42,888 - $51,022
-612 Reduced 6.96%
8,184 $679 Million
Q2 2023

Jul 19, 2023

SELL
$63.6 - $74.95 $18,634 - $21,960
-293 Reduced 3.22%
8,796 $659 Million
Q1 2023

May 04, 2023

SELL
$54.19 - $65.17 $62,860 - $75,597
-1,160 Reduced 11.32%
9,089 $592 Million
Q4 2022

Feb 15, 2023

BUY
$54.31 - $60.76 $556,623 - $622,729
10,249 New
10,249 $569 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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.