25 LLC Schwab Us Aggregate Bond ETF Transaction History

25 LLC

$230 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	BUY	$45.86 - $47.33 $4,723 - $4,874	103 Added 4.37%	2,459 $114 Million
Q1 2023 May 09, 2023	BUY	$45.33 - $47.44 $106,797 - $111,768	2,356 New	2,356 $110 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72.6 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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