Trust CO Schwab Us Aggregate Bond ETF Transaction History

Trust CO

$1.03 Billion
Q4 2025

A detailed history of Trust CO transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Trust CO holds 346 shares of SCHZ stock, worth $8,096. This represents 0.0% of its overall portfolio holdings.

Number of Shares

346

Holding current value

$8,096

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 15, 2026	BUY	$23.37 - $23.7 $8,086 - $8,200	346 New	346 $8,000

Others Institutions Holding SCHZ

# of Institutions

711

Shares Held

175M

Call Options Held

Put Options Held

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

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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