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 $8,405. This represents 0.02% of its overall portfolio holdings.
Number of Shares
329
Previous 4,188
92.14%
Holding current value
$8,405
Previous $388,000
91.49%
% of portfolio
0.02%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio