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ICA Group Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

ICA Group Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-804
Closed -$19.4K – 1219
2024
Q1 		$19.4K Buy
804
+164
+26% +$3.96K ﹤0.01% 760
2023
Q4 		$15.5K Buy
+640
New +$15.4K ﹤0.01% 788
2023
Q3 		– Sell
-526
Closed -$12.6K – 1029
2023
Q2 		$12.6K Buy
+526
New +$12.8K ﹤0.01% 797
2023
Q1 		– Sell
-584
Closed -$14.1K – 1355
2022
Q4 		$14.1K Buy
+584
New +$14.1K ﹤0.01% 760

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 804 shares — an estimated $19.4K sold.

ICA Group Wealth Management first reported a position in SCHO in Q4 2022 and held it in 4 quarters. The position peaked at $19.4K in Q1 2024. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 804 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $19.4K.
  • ICA Group Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $19.4K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

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