Cic Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Cic Wealth, LLC
- $363 Billion
- Q2 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 5,884 shares of SCHV stock, worth $451,067. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,884
Previous 5,884
-0.0%
Holding current value
$451,067
Previous $447 Million
2.5%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
785Shares Held
103MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.46 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$853 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$839 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$351 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$314 Million10.12% of portfolio