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

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 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 22,576 shares of SCHZ stock, worth $523,988. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,576
Previous 22,347 1.02%
Holding current value
$523,988
Previous $516,000 1.16%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$22.68 - $23.28 $5,193 - $5,331
229 Added 1.02%
22,576 $522,000
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
708
Shares Held
170M
Call Options Held
1.7K
Put Options Held
0
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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