Charles Schwab’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Charles Schwab’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-90,035	Closed	-$6.96M	–	3467
2025 Q2	$6.96M	Sell	90,035 -6,491	-7%	-$494K	﹤0.01%	2181
2025 Q1	$7.39M	Sell	96,526 -8,367	-8%	-$631K	﹤0.01%	2101
2024 Q4	$7.84M	Sell	104,893 -3,880	-4%	-$295K	﹤0.01%	2124
2024 Q3	$8.52M	Sell	108,773 -6,454	-6%	-$498K	﹤0.01%	2107
2024 Q2	$8.63M	Sell	115,227 -4,698	-4%	-$349K	﹤0.01%	2118
2024 Q1	$9.04M	Sell	119,925 -8,772	-7%	-$661K	﹤0.01%	2033
2023 Q4	$9.83M	Sell	128,697 -19,657	-13%	-$1.44M	﹤0.01%	1998
2023 Q3	$10.7M	Buy	+148,354	New	+$11M	﹤0.01%	1877

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab's BIV Position: Q3 2025 in Review

Charles Schwab sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 90,035 shares — an estimated $6.96M sold.

Charles Schwab first reported a position in BIV in Q3 2023 and held it in 8 quarters. The position peaked at $10.7M in Q3 2023. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Charles Schwab reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Charles Schwab sold 90,035 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $6.96M.
Charles Schwab first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 8 quarters.
Charles Schwab's Vanguard Intermediate-Term Bond ETF position peaked at $10.7M in Q3 2023.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.