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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

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