Lex Aurum Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Lex Aurum Advisors, LLC

$580 Million
Q2 2025

A detailed history of Lex Aurum Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 88,482 shares of SCHZ stock, worth $2.04 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

88,482

Previous 78,638 12.52%

Holding current value

$2.04 Million

Previous $1.82 Million 12.65%

% of portfolio

0.35%

Previous 0.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$22.68 - $23.28 $223,261 - $229,168	9,844 Added 12.52%	88,482 $2.05 Million
Q1 2025 Apr 14, 2025	BUY	$22.46 - $23.26 $425,729 - $440,893	18,955 Added 31.76%	78,638 $1.82 Million
Q4 2024 Jan 21, 2025	BUY	$22.63 - $47.53 $685,530 - $1.44 Million	30,293 Added 103.07%	59,683 $1.35 Million
Q3 2024 Oct 16, 2024	BUY	$45.2 - $47.87 $4,022 - $4,260	89 Added 0.3%	29,390 $1.4 Million
Q2 2024 Jul 15, 2024	BUY	$44.66 - $45.99 $30,324 - $31,227	679 Added 2.37%	29,301 $1.34 Million
Q1 2024 Apr 10, 2024	SELL	$45.44 - $46.67 $54,482 - $55,957	-1,199 Reduced 4.02%	28,622 $1.32 Million
Q4 2023 Jan 10, 2024	SELL	$43.09 - $46.83 $72,865 - $79,189	-1,691 Reduced 5.37%	29,821 $1.39 Million
Q3 2023 Oct 16, 2023	SELL	$44.14 - $46.33 $48,333 - $50,731	-1,095 Reduced 3.36%	31,512 $1.39 Million
Q2 2023 Jul 25, 2023	BUY	$45.86 - $47.33 $33,569 - $34,645	732 Added 2.3%	32,607 $1.51 Million
Q1 2023 Apr 11, 2023	BUY	$45.33 - $47.44 $404,524 - $423,354	8,924 Added 38.88%	31,875 $1.5 Million
Q4 2022 Jan 23, 2023	BUY	$44.04 - $47.03 $62,757 - $67,017	1,425 Added 6.62%	22,951 $0
Q3 2022 Oct 17, 2022	BUY	$44.98 - $49.09 $2,923 - $3,190	65 Added 0.3%	21,526 $975,000
Q2 2022 Aug 05, 2022	BUY	$46.62 - $50.36 $5,314 - $5,741	114 Added 0.53%	21,461 $1.03 Million
Q1 2022 May 04, 2022	BUY	$50.05 - $53.52 $1.07 Million - $1.14 Million	21,347 New	21,347 $1.08 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

169M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Lex Aurum Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History