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 $139,581. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,350
Previous 5,884
9.08%
Holding current value
$139,581
Previous $436 Million
1.36%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio