Charles Schwab
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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return