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

Legacy Wealth Management, Inc

$1.61 Billion
Q2 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 29,846 shares of SCHZ stock, worth $693,024. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,846

Previous 39,347 24.15%

Holding current value

$693,024

Previous $911,000 24.26%

% of portfolio

0.04%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

708

Shares Held

170M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

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