My Legacy Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

My Legacy Advisors, LLC

  • $309 Million
  • Q2 2024

A detailed history of My Legacy Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 120,947 shares of SCHZ stock, worth $5.67 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
120,947
Previous 93,354 29.56%
Holding current value
$5.67 Million
Previous $4.35 Million 26.65%
% of portfolio
1.78%
Previous 1.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$44.66 - $45.99 $1.23 Million - $1.27 Million
27,593 Added 29.56%
120,947 $5.51 Million
Q1 2024

Jul 25, 2024
SELL
$45.44 - $46.67 $659,107 - $676,948
-14,505 Reduced 11.99%
106,442 $4.9 Million
Q4 2023

Jan 12, 2024
BUY
$43.09 - $46.83 $230,746 - $250,774
5,355 Added 6.09%
93,354 $4.35 Million
Q3 2023

Oct 20, 2023
BUY
$44.14 - $46.33 $307,435 - $322,688
6,965 Added 8.6%
87,999 $3.89 Million
Q2 2023

Jul 14, 2023
BUY
$45.86 - $47.33 $708,491 - $731,201
15,449 Added 23.56%
81,034 $3.74 Million
Q1 2023

Apr 11, 2023
BUY
$45.33 - $47.44 $566,987 - $593,379
12,508 Added 23.57%
65,585 $3.08 Million
Q4 2022

Feb 07, 2023
BUY
$44.04 - $47.03 $1.19 Million - $1.27 Million
27,080 Added 104.17%
53,077 $2.42 Million
Q3 2022

Oct 17, 2022
BUY
$44.98 - $49.09 $675,284 - $736,988
15,013 Added 136.68%
25,997 $1.16 Million
Q2 2022

Jul 12, 2022
BUY
$46.62 - $50.36 $512,074 - $553,154
10,984 New
10,984 $526,000

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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