IGWM
SCHV

ICA Group Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

ICA Group Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$14.4K Sell
582
-12,780
-96% -$316K 0.01% 420
2024
Q1 		$338K Buy
13,362
+558
+4% +$13.4K 0.07% 214
2023
Q4 		$299K Buy
+12,804
New +$280K 0.07% 203
2023
Q3 		– Sell
-2,832
Closed -$63.3K – 1033
2023
Q2 		$63.3K Hold
2,832
– – 0.02% 442
2023
Q1 		$61.9K Hold
2,832
– – 0.01% 433
2022
Q4 		$62.3K Buy
+2,832
New +$61.3K 0.01% 466

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 96% in Q2 2024, selling an estimated $316K and leaving 582 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #420.

ICA Group Wealth Management first reported a position in SCHV in Q4 2022 and has held it in 6 quarters since. The position peaked at $338K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHV as of Q2 2024.

  • ICA Group Wealth Management held 582 shares of Schwab US Large-Cap Value ETF worth $14.4K as of Q2 2024.
  • ICA Group Wealth Management sold 12,780 Schwab US Large-Cap Value ETF shares in Q2 2024, an estimated $316K.
  • Schwab US Large-Cap Value ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #420 holding.
  • ICA Group Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Schwab US Large-Cap Value ETF position peaked at $338K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2024.

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