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Tradewinds LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tradewinds 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
2025
Q3 		– Sell
-45,363
Closed -$1.05M – 258
2025
Q2 		$1.05M Buy
+45,363
New +$1.04M 0.8% 39

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RIM
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APP
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Ameriprise
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradewinds LLC's SCHZ Position: Q3 2025 in Review

Tradewinds LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 45,363 shares — an estimated $1.05M sold.

Tradewinds LLC first reported a position in SCHZ in Q2 2025 and held it in 1 quarter. The position peaked at $1.05M in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Tradewinds LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Tradewinds LLC sold 45,363 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $1.05M.
  • Tradewinds LLC first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Tradewinds LLC's Schwab US Aggregate Bond ETF position peaked at $1.05M in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.