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ICA Group Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

ICA Group Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7.54K Hold
360
– – ﹤0.01% 526
2024
Q1 		$7.33K Hold
360
– – ﹤0.01% 960
2023
Q4 		$6.68K Buy
+360
New +$6.22K ﹤0.01% 954
2023
Q3 		– Sell
-360
Closed -$6.2K – 1025
2023
Q2 		$6.2K Hold
360
– – ﹤0.01% 929
2023
Q1 		$5.74K Hold
360
– – ﹤0.01% 921
2022
Q4 		$5.38K Buy
+360
New +$5.41K ﹤0.01% 949

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

ICA Group Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2024 at 360 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

ICA Group Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 6 quarters since. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • ICA Group Wealth Management held 360 shares of Schwab US Broad Market ETF worth $7.54K as of Q2 2024.
  • ICA Group Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2024.
  • Schwab US Broad Market ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #526 holding.
  • ICA Group Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 6 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

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