Ameriflex Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Ameriflex Group, Inc.

$267 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	SELL	$22.46 - $23.26 $12,981 - $13,444	-578 Reduced 65.38%	306 $7.09 Million
Q4 2024 Feb 24, 2025	BUY	$22.63 - $47.53 $20,004 - $42,016	884 New	884 $20.2 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

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

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