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 4,454 shares of SCHV stock, worth $329,417. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,454
Previous 4,268 4.36%
Holding current value
$329,417
Previous $299,000 13.04%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$68.82 - $75.98 $12,800 - $14,132
186 Added 4.36%
4,454 $338,000
Q4 2023

Mar 07, 2024

BUY
$61.16 - $70.24 $261,030 - $299,784
4,268 New
4,268 $299,000
Q4 2022

Feb 14, 2023

BUY
$64.27 - $69.24 $60,670 - $65,362
944 New
944 $62,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.