Ica Group Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 11,851 shares of SCHD stock, worth $1 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,851
Previous 23,437
49.43%
Holding current value
$1 Million
Previous $1.89 Million
51.24%
% of portfolio
0.56%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio