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

Lifelong Wealth Advisors, Inc.

$377 Billion
Q4 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 179,397 shares of SCHZ stock, worth $4.2 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

179,397

Previous 160,378 11.86%

Holding current value

$4.2 Million

Previous $3.76 Billion 11.38%

% of portfolio

1.11%

Previous 1.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$23.37 - $23.7 $444,474 - $450,750	19,019 Added 11.86%	179,397 $4.19 Billion
Q3 2025 Oct 21, 2025	BUY	$22.9 - $23.58 $208,916 - $215,120	9,123 Added 6.03%	160,378 $3.76 Billion
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

721

Shares Held

182M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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