Advisor OS, LLC SCHZ Holdings History
Advisor OS, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held - shares of Schwab US Aggregate Bond ETF(SCHZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advisor OS, LLC now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q2. And since then Advisor OS, LLC has made 5 purchases of SCHZ, at an average price of $43.45, for a total of 604,864.00 shares. In addition, there have been 5 sales at an average price of $38.42 for 604,864.00 shares. Based on historical transaction data and SCHZ's current price of $23.09, Advisor OS, LLC's estimated gain on his SCHZ holdings is $-3.04 Mil, reflecting a -11.58% gain to date.
Advisor OS, LLC SCHZ ($23.09) Holding Chart
Advisor OS, LLC SCHZ ($23.09) 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 % | |||
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