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ICA Group Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

ICA Group Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,278
Closed -$52.4K – 1221
2024
Q1 		$52.4K Hold
2,278
– – 0.01% 550
2023
Q4 		$53.1K Buy
+2,278
New +$51K 0.01% 504
2023
Q3 		– Sell
-2,616
Closed -$60.4K – 1035
2023
Q2 		$60.4K Hold
2,616
– – 0.02% 457
2023
Q1 		$61.4K Hold
2,616
– – 0.01% 437
2022
Q4 		$59.7K Buy
+2,616
New +$59.6K 0.01% 476

Other funds holding SCHZ

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 2,278 shares — an estimated $52.4K sold.

ICA Group Wealth Management first reported a position in SCHZ in Q4 2022 and held it in 5 quarters. The position peaked at $61.4K in Q1 2023. 593 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 2,278 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $52.4K.
  • ICA Group Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Schwab US Aggregate Bond ETF position peaked at $61.4K in Q1 2023.
  • 593 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

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