Birchbrook, Inc. Schwab Us Aggregate Bond ETF Transaction History

Birchbrook, Inc.

$187 Billion
Q2 2025

A detailed history of Birchbrook, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Birchbrook, Inc. holds 128 shares of SCHZ stock, worth $3,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares

128

Holding current value

$3,014

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$22.68 - $23.28 $2,903 - $2,979	128 New	128 $2.98 Million

Others Institutions Holding SCHZ

# of Institutions

714

Shares Held

169M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$289 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

$174 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

6.99M
Shares

$165 Million
5.22% of portfolio
Charles Schwab Trust CO

5.59M
Shares

$132 Million
9.94% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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