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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$6.42K	Hold	300	–	–	﹤0.01%	549
2024 Q1	$6.21K	Hold	300	–	–	﹤0.01%	994
2023 Q4	$5.64K	Buy	+300	New	+$5.27K	﹤0.01%	998
2023 Q3	–	Sell	-300	Closed	-$5.24K	–	1034
2023 Q2	$5.24K	Buy	+300	New	+$4.95K	﹤0.01%	969

Other funds holding SCHX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

ICA Group Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2024 at 300 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

ICA Group Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

ICA Group Wealth Management held 300 shares of Schwab US Large- Cap ETF worth $6.42K as of Q2 2024.
ICA Group Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2024.
Schwab US Large- Cap ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #549 holding.
ICA Group Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 4 quarters since.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

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