Lgt Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 121 shares of SCHZ stock, worth $2,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares

121

Previous 120 0.83%

Holding current value

$2,850

Previous $2.78 Million 1.4%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$22.68 - $23.28 $22 - $23	1 Added 0.83%	121 $2.82 Million
Q1 2025 May 08, 2025	BUY	$22.46 - $23.26 $22 - $23	1 Added 0.84%	120 $2.78 Million
Q4 2024 Feb 14, 2025	BUY	$22.63 - $47.53 $1,357 - $2,851	60 Added 101.69%	119 $2.7 Million
Q3 2024 Oct 31, 2024	BUY	$45.2 - $47.87 $45 - $47	1 Added 1.72%	59 $2.79 Million
Q1 2024 May 02, 2024	BUY	$45.44 - $46.67 $272 - $280	6 Added 11.54%	58 $2.65 Million
Q4 2023 Feb 12, 2024	BUY	$43.09 - $46.83 $2,240 - $2,435	52 New	52 $2.44 Million
Q1 2023 May 15, 2023	BUY	$45.33 - $47.44 $119,172 - $124,719	2,629 Added 62.51%	6,835 $321 Million
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $185,232 - $197,808	4,206 New	4,206 $192 Million

Others Institutions Holding SCHZ

# of Institutions

718

Shares Held

172M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Lgt Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History