D.A. Davidson & Co. Schwab Us Aggregate Bond ETF Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 08, 2017	SELL	N/A	-1,090 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	1,090	1,090 $0

Others Institutions Holding SCHZ

# of Institutions

702

Shares Held

172M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$284 Million
0.02% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.96M
Shares

$186 Million
18.44% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$168 Million
4.89% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.23M
Shares

$146 Million
0.04% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$139 Million
9.71% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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