Lifelong Wealth Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 151,255 shares of SCHZ stock, worth $3.55 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
151,255
Previous 152,264 0.66%
Holding current value
$3.55 Million
Previous $3.53 Billion 0.32%
% of portfolio
1.17%
Previous 1.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$22.68 - $23.28 $22,884 - $23,489
-1,009 Reduced 0.66%
151,255 $3.52 Billion
Q1 2025

Apr 23, 2025
BUY
$22.46 - $23.26 $111,850 - $115,834
4,980 Added 3.38%
152,264 $3.53 Billion
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $3.33 Million - $7 Million
147,284 New
147,284 $3.34 Billion

Others Institutions Holding SCHZ

# of Institutions
716
Shares Held
170M
Call Options Held
0
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
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