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

My Legacy Advisors, LLC

$269 Million
Q2 2025

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 138,921 shares of SCHZ stock, worth $3.27 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

138,921

Previous 148,491 6.44%

Holding current value

$3.27 Million

Previous $3.43 Million 6.35%

% of portfolio

1.2%

Previous 1.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$22.68 - $23.28 $217,047 - $222,789	-9,570 Reduced 6.44%	138,921 $3.22 Million
Q1 2025 Apr 15, 2025	BUY	$22.46 - $23.26 $34,902 - $36,146	1,554 Added 1.06%	148,491 $3.43 Million
Q4 2024 Jan 16, 2025	BUY	$22.63 - $47.53 $1.73 Million - $3.63 Million	76,446 Added 108.45%	146,937 $3.34 Million
Q3 2024 Oct 21, 2024	SELL	$45.2 - $47.87 $2.28 Million - $2.42 Million	-50,456 Reduced 41.72%	70,491 $3.35 Million
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

716

Shares Held

171M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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