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 $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
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio