Ellevest, Inc. Schwab Us Aggregate Bond ETF Transaction History

Ellevest, Inc.

$677 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$45.33 - $47.44 $1,631 - $1,707	36 New	36 $1,000

Others Institutions Holding SCHZ

# of Institutions

708

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

6.22M
Shares

$145 Million
9.9% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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