Burk Holdings LLC Schwab Us Aggregate Bond ETF Transaction History

Burk Holdings LLC

$160 Billion
Q2 2025

A detailed history of Burk Holdings LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burk Holdings LLC holds 12,871 shares of SCHZ stock, worth $301,824. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,871

Holding current value

$301,824

% of portfolio

0.19%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$22.68 - $23.28 $291,914 - $299,636	12,871 New	12,871 $299 Million
Q1 2025 Aug 12, 2025	BUY	$22.46 - $23.26 $202 - $209	9 Added 0.07%	12,871 $298 Million
Q4 2024 Aug 12, 2025	SELL	$22.63 - $47.53 $203 - $427	-9 Reduced 0.07%	12,862 $292 Million

Others Institutions Holding SCHZ

# of Institutions

711

Shares Held

171M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$285 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.45M
Shares

$175 Million
0.04% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$173 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$168 Million
4.89% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$139 Million
9.71% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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