Icapital Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Icapital Wealth LLC
- $169 Million
- Q4 2024
A detailed history of Icapital Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Icapital Wealth LLC holds 13,720 shares of SCHG stock, worth $343,274. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,720
Previous 3,430
300.0%
Holding current value
$343,274
Previous $357,000
7.0%
% of portfolio
0.23%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio