ICA Group Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

ICA Group Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-432	Closed	-$10.6K	–	1220
2024 Q1	$10.6K	Sell	432 -452	-51%	-$11.1K	﹤0.01%	874
2023 Q4	$22K	Buy	+884	New	+$21.4K	﹤0.01%	701
2023 Q3	–	Sell	-2,262	Closed	-$55.7K	–	1031
2023 Q2	$55.7K	Sell	2,262 -4,930	-69%	-$124K	0.01%	472
2023 Q1	$181K	Sell	7,192 -18,872	-72%	-$470K	0.04%	250
2022 Q4	$642K	Buy	26,064 +4,678	+22%	+$115K	0.15%	133
2022 Q3	$525K	Sell	21,386 -816	-4%	-$20.9K	0.11%	185
2022 Q2	$572K	Buy	+22,202	New	+$574K	0.11%	181

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 432 shares — an estimated $10.6K sold.

ICA Group Wealth Management first reported a position in SCHR in Q2 2022 and held it in 7 quarters. The position peaked at $642K in Q4 2022. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

ICA Group Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 432 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $10.6K.
ICA Group Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 7 quarters.
ICA Group Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $642K in Q4 2022.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

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