L.M. Kohn & Company Schwab Us Aggregate Bond ETF Transaction History

L.M. Kohn & Company

$80.6 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$22.68 - $23.28 $37,852 - $38,854	1,669 Added 14.18%	13,435 $312,000
Q1 2025 Apr 21, 2025	BUY	$22.46 - $23.26 $264,264 - $273,677	11,766 New	11,766 $272,000

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

175M

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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