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

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 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 152,264 shares of SCHZ stock, worth $3.5 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
152,264
Previous 147,284 3.38%
Holding current value
$3.5 Million
Previous $3.34 Billion 5.48%
% of portfolio
1.65%
Previous 1.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
705
Shares Held
174M
Call Options Held
1.7K
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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