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ICA Group Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

ICA Group Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$16.3K – 1218
2024
Q1 		$16.3K Hold
600
– – ﹤0.01% 795
2023
Q4 		$15.1K Buy
+600
New +$13.7K ﹤0.01% 795
2023
Q3 		– Sell
-600
Closed -$14.2K – 1028
2023
Q2 		$14.2K Hold
600
– – ﹤0.01% 774
2023
Q1 		$13.6K Sell
600
-450
-43% -$10.4K ﹤0.01% 749
2022
Q4 		$23K Buy
+1,050
New +$23K 0.01% 664

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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 600 shares — an estimated $16.3K sold.

ICA Group Wealth Management first reported a position in SCHM in Q4 2022 and held it in 5 quarters. The position peaked at $23K in Q4 2022. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 600 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $16.3K.
  • ICA Group Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Schwab US Mid-Cap ETF position peaked at $23K in Q4 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

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