Ica Group Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Ica Group Wealth Management, LLC
- $493 Million
- Q1 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,139 shares of SCHZ stock, worth $52,177. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,139
Previous 1,139
-0.0%
Holding current value
$52,177
Previous $53,000
1.89%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio