Legacy Financial Strategies, LLC Schwab Us Aggregate Bond ETF Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 22,347 shares of SCHZ stock, worth $516,886. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,347
Previous 25,275 11.58%
Holding current value
$516,886
Previous $573,000 9.95%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$22.46 - $23.26 $65,762 - $68,105
-2,928 Reduced 11.58%
22,347 $516,000
Q4 2024

Jan 28, 2025
BUY
$22.63 - $47.53 $289,731 - $608,526
12,803 Added 102.65%
25,275 $573,000
Q3 2024

Oct 18, 2024
BUY
$45.2 - $47.87 $563,734 - $597,034
12,472 New
12,472 $592,000

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
166M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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