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

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024

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 59,683 shares of SCHZ stock, worth $1.36 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
59,683
Previous 29,390 103.07%
Holding current value
$1.36 Million
Previous $1.4 Million 3.01%
% of portfolio
0.28%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
105M
Call Options Held
100
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 Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, LLC 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 Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email