Lgt Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024

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 119 shares of SCHZ stock, worth $2,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares
119
Previous 59 101.69%
Holding current value
$2,758
Previous $2.79 Million 3.19%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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