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 194 shares of SCHV stock, worth $5,393. This represents 0.01% of its overall portfolio holdings.
Number of Shares
194
Previous 4,454
95.64%
Holding current value
$5,393
Previous $338,000
95.86%
% of portfolio
0.01%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio