Alliance Wealth Management Group SCHZ Holdings History
Alliance Wealth Management Group's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 1.09 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $25.23 Mil. This investment constitutes 6.8% of their stock portfolio, and Alliance Wealth Management Group now holds 0.29% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 19 purchases of SCHZ, at an average price of $39.28, for a total of 1.33 Mil shares. In addition, there have been 8 sales at an average price of $45.34 for 238,697.00 shares. Based on historical transaction data and SCHZ's current price of $23.07, Alliance Wealth Management Group's estimated gain on his SCHZ holdings is $-16.22 Mil, reflecting a -31.08% gain to date.
Alliance Wealth Management Group SCHZ ($23.07) Holding Chart
Alliance Wealth Management Group SCHZ ($23.07) 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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