Tradewinds, Llc. Schwab Us Aggregate Bond ETF Transaction History

Tradewinds, Llc.

$120 Million
Q2 2025

A detailed history of Tradewinds, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tradewinds, Llc. holds 45,363 shares of SCHZ stock, worth $1.07 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

45,363

Holding current value

$1.07 Million

% of portfolio

0.87%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$22.68 - $23.28 $1.03 Million - $1.06 Million	45,363 New	45,363 $1.05 Million

Others Institutions Holding SCHZ

# of Institutions

712

Shares Held

171M

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

$176 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

5.95M
Shares

$140 Million
9.71% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradewinds, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Tradewinds, Llc. with notifications on news.

Account