LWMT
Legacy Wealth Management (Tennessee)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
29,846
-9,501
| -24% | -$221K | 0.04% | 21 |
|
|
2025
Q1 | $911K | Buy |
39,347
+15,455
| +65% | +$358K | 0.06% | 18 |
|
|
2024
Q4 | $542K | Buy |
23,892
+13,128
| +122% | +$298K | 0.03% | 25 |
|
|
2024
Q3 | $512K | Sell |
10,764
-1,879
| -15% | -$89.3K | 0.03% | 26 |
|
|
2024
Q2 | $576K | Buy |
12,643
+853
| +7% | +$38.9K | 0.04% | 19 |
|
|
2024
Q1 | $542K | Sell |
11,790
-1,149
| -9% | -$52.9K | 0.04% | 19 |
|
|
2023
Q4 | $603K | Buy |
12,939
+5,701
| +79% | +$266K | 0.05% | 18 |
|
|
2023
Q3 | $320K | Buy |
7,238
+822
| +13% | +$36.4K | 0.03% | 18 |
|
|
2023
Q2 | $296K | Sell |
6,416
-108
| -2% | -$4.99K | 0.03% | 18 |
|
|
2023
Q1 | $306K | Sell |
6,524
-3,161
| -33% | -$148K | 0.03% | 17 |
|
|
2022
Q4 | $442K | Buy |
9,685
+2,612
| +37% | +$119K | 0.04% | 16 |
|
|
2022
Q3 | $320K | Sell |
7,073
-67,158
| -90% | -$3.04M | 0.03% | 18 |
|
|
2022
Q2 | $3.55M | Sell |
74,231
-505,322
| -87% | -$24.2M | 0.43% | 15 |
|
|
2022
Q1 | $29.3M | Buy |
579,553
+575,087
| +12,877% | +$29.1M | 3.5% | 7 |
|
|
2021
Q4 | $241K | Sell |
4,466
-863
| -16% | -$46.6K | 0.03% | 18 |
|
|
2021
Q3 | $289K | Buy |
5,329
+1,443
| +37% | +$78.3K | 0.04% | 16 |
|
|
2021
Q2 | $212K | Buy |
+3,886
| New | +$212K | 0.03% | 16 |
|
|
2017
Q1 | – | Sell |
-2,474
| Closed | -$127K | – | 61 |
|
|
2016
Q4 | $127K | Buy |
+2,474
| New | +$127K | 0.03% | 14 |
|