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Investment Counsel Company of Nevada’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Investment Counsel Company of Nevada’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24
Closed -$621 – 91
2024
Q4 		$621 Buy
+24
New +$639 ﹤0.01% 82

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investment Counsel Company of Nevada's SCHA Position: Q1 2025 in Review

Investment Counsel Company of Nevada sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 24 shares — an estimated $621 sold.

Investment Counsel Company of Nevada first reported a position in SCHA in Q4 2024 and held it in 1 quarter. The position peaked at $621 in Q4 2024. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Investment Counsel Company of Nevada reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Investment Counsel Company of Nevada sold 24 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $621.
  • Investment Counsel Company of Nevada first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Investment Counsel Company of Nevada's Schwab U.S Small- Cap ETF position peaked at $621 in Q4 2024.
  • 1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Investment Counsel Company of Nevada's 13F filing for Q1 2025, filed 9 May 2025.