Ica Group Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Ica Group Wealth Management, LLC
- $493 Million
- Q1 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 4,188 shares of SCHG stock, worth $437,604. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,188
Previous 4,171
0.41%
Holding current value
$437,604
Previous $346,000
12.14%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio