Ica Group Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 329 shares of SCHG stock, worth $9,350. This represents 0.02% of its overall portfolio holdings.

Number of Shares
329
Previous 4,188 92.14%
Holding current value
$9,350
Previous $388,000 91.49%
% of portfolio
0.02%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$87.04 - $101.61 $335,887 - $392,112
-3,859 Reduced 92.14%
329 $33,000
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $1,370 - $1,586
17 Added 0.41%
4,188 $388,000
Q4 2023

Mar 07, 2024
BUY
$70.08 - $83.37 $292,303 - $347,736
4,171 New
4,171 $346,000
Q1 2023

May 12, 2023
SELL
$54.19 - $65.17 $8,670 - $10,427
-160 Reduced 14.36%
954 $62,000
Q4 2022

Feb 14, 2023
BUY
$54.31 - $60.76 $60,501 - $67,686
1,114 New
1,114 $61,000

Others Institutions Holding SCHG

# of Institutions
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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