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ICA Group Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

ICA Group Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$11.9K Buy
500
+100
+25% +$2.37K 0.01% 448
2024
Q1 		$9.87K Buy
+400
New +$9.37K ﹤0.01% 888

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ICA Group Wealth Management's SCHA Position: Q2 2024 in Review

ICA Group Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q2 2024, buying an estimated $2.37K and bringing the position to 500 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #448.

ICA Group Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 2 quarters since. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • ICA Group Wealth Management held 500 shares of Schwab U.S Small- Cap ETF worth $11.9K as of Q2 2024.
  • ICA Group Wealth Management bought 100 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $2.37K.
  • Schwab U.S Small- Cap ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #448 holding.
  • ICA Group Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.