2L
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25 LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

25 LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,918
Closed -$114K – 461
2023
Q2 		$114K Buy
4,918
+206
+4% +$4.79K 0.06% 55
2023
Q1 		$110K Buy
+4,712
New +$110K 0.07% 53

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

25 LLC's SCHZ Position: Q3 2023 in Review

25 LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 4,918 shares — an estimated $114K sold.

25 LLC first reported a position in SCHZ in Q1 2023 and held it in 2 quarters. The position peaked at $114K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • 25 LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • 25 LLC sold 4,918 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $114K.
  • 25 LLC first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 2 quarters.
  • 25 LLC's Schwab US Aggregate Bond ETF position peaked at $114K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.