Legacy Wealth Management, Inc Schwab Us Aggregate Bond ETF Transaction History

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 31,578 shares of SCHZ stock, worth $743,977. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,578
Previous 29,846 5.8%
Holding current value
$743,977
Previous $690,000 7.39%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$22.9 - $23.58 $39,662 - $40,840
1,732 Added 5.8%
31,578 $741,000
Q2 2025

Jul 17, 2025
SELL
$22.68 - $23.28 $215,482 - $221,183
-9,501 Reduced 24.15%
29,846 $690,000
Q1 2025

Apr 24, 2025
BUY
$22.46 - $23.26 $347,119 - $359,483
15,455 Added 64.69%
39,347 $911,000
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $297,086 - $623,973
13,128 Added 121.96%
23,892 $542,000
Q3 2024

Oct 24, 2024
SELL
$45.2 - $47.87 $84,930 - $89,947
-1,879 Reduced 14.86%
10,764 $511,000
Q2 2024

Jul 12, 2024
BUY
$44.66 - $45.99 $38,094 - $39,229
853 Added 7.23%
12,643 $576,000
Q1 2024

Apr 12, 2024
SELL
$45.44 - $46.67 $52,210 - $53,623
-1,149 Reduced 8.88%
11,790 $542,000
Q4 2023

Jan 23, 2024
BUY
$43.09 - $46.83 $245,656 - $266,977
5,701 Added 78.76%
12,939 $603,000
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $36,283 - $38,083
822 Added 12.81%
7,238 $320,000
Q2 2023

Jul 17, 2023
SELL
$45.86 - $47.33 $4,952 - $5,111
-108 Reduced 1.66%
6,416 $296,000
Q1 2023

Apr 11, 2023
SELL
$45.33 - $47.44 $143,288 - $149,957
-3,161 Reduced 32.64%
6,524 $306,000
Q4 2022

Jan 17, 2023
BUY
$44.04 - $47.03 $115,032 - $122,842
2,612 Added 36.93%
9,685 $0
Q3 2022

Oct 12, 2022
SELL
$44.98 - $49.09 $3.02 Million - $3.3 Million
-67,158 Reduced 90.47%
7,073 $320,000
Q2 2022

Jul 22, 2022
SELL
$46.62 - $50.36 $23.6 Million - $25.4 Million
-505,322 Reduced 87.19%
74,231 $3.55 Million
Q1 2022

Apr 27, 2022
BUY
$50.05 - $53.52 $28.8 Million - $30.8 Million
575,087 Added 12877.0%
579,553 $29.3 Million
Q4 2021

Jan 19, 2022
SELL
$53.63 - $54.52 $46,282 - $47,050
-863 Reduced 16.19%
4,466 $241,000
Q3 2021

Oct 15, 2021
BUY
$54.26 - $55.17 $78,297 - $79,610
1,443 Added 37.13%
5,329 $289,000
Q2 2021

Jul 14, 2021
BUY
$53.9 - $54.6 $209,455 - $212,175
3,886 New
3,886 $212,000

Others Institutions Holding SCHZ

# of Institutions
720
Shares Held
172M
Call Options Held
0
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
Track This Portfolio

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email