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Investment Counsel Company of Nevada’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Investment Counsel Company of Nevada’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
2025
Q2 		– Sell
-183,387
Closed -$4.25M – 80
2025
Q1 		$4.25M Buy
183,387
+1,292
+0.7% +$29.6K 9.66% 3
2024
Q4 		$4.13M Buy
+182,095
New +$4.21M 10.48% 2

Other funds holding SCHZ

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Investment Counsel Company of Nevada's SCHZ Position: Q2 2025 in Review

Investment Counsel Company of Nevada sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 183,387 shares — an estimated $4.25M sold.

Investment Counsel Company of Nevada first reported a position in SCHZ in Q4 2024 and held it in 2 quarters. The position peaked at $4.25M in Q1 2025. 642 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Investment Counsel Company of Nevada reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Investment Counsel Company of Nevada sold 183,387 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $4.25M.
  • Investment Counsel Company of Nevada first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Investment Counsel Company of Nevada's Schwab US Aggregate Bond ETF position peaked at $4.25M in Q1 2025.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Investment Counsel Company of Nevada's 13F filing for Q2 2025, filed 13 Aug 2025.