APPLETON GROUP, LLC SCHZ Holdings History
APPLETON GROUP, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2023-09-30, APPLETON GROUP, LLC held 43,740.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $1.93 Mil. This investment constitutes 6.76% of their stock portfolio, and APPLETON GROUP, LLC now holds 0.03% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2015Q4. And since then APPLETON GROUP, LLC has made 17 purchases of SCHZ, at an average price of $51.76, for a total of 52,644.00 shares. In addition, there have been 5 sales at an average price of $47.80 for 8,904.00 shares. Based on historical transaction data and SCHZ's current price of $23.05, APPLETON GROUP, LLC's estimated gain on his SCHZ holdings is $-1.29 Mil, reflecting a -47.39% gain to date.
APPLETON GROUP, LLC SCHZ ($23.05) Holding Chart
APPLETON GROUP, LLC SCHZ ($23.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
