Charles Schwab’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Charles Schwab’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-347,170	Closed	-$24.1M	–	3469
2025 Q2	$24.1M	Sell	347,170 -32,890	-9%	-$2.24M	﹤0.01%	1565
2025 Q1	$26.8M	Sell	380,060 -88,395	-19%	-$6.14M	0.01%	1459
2024 Q4	$32.1M	Sell	468,455 -45,560	-9%	-$3.25M	0.01%	1420
2024 Q3	$38.6M	Sell	514,015 -117,534	-19%	-$8.64M	0.01%	1298
2024 Q2	$44.4M	Sell	631,549 -399,430	-39%	-$28M	0.01%	1162
2024 Q1	$74.6M	Sell	1,030,979 -54,165	-5%	-$3.91M	0.02%	767
2023 Q4	$80.9M	Sell	1,085,144 -78,048	-7%	-$5.35M	0.02%	665
2023 Q3	$78M	Buy	+1,163,192	New	+$82.9M	0.02%	620

Other funds holding BLV

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab's BLV Position: Q3 2025 in Review

Charles Schwab sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 347,170 shares — an estimated $24.1M sold.

Charles Schwab first reported a position in BLV in Q3 2023 and held it in 8 quarters. The position peaked at $80.9M in Q4 2023. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Charles Schwab reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Charles Schwab sold 347,170 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $24.1M.
Charles Schwab first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 8 quarters.
Charles Schwab's Vanguard Long-Term Bond ETF position peaked at $80.9M in Q4 2023.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

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