Ascent Group, LLC SCHZ Holdings History
Ascent Group, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Ascent Group, LLC held 1.29 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $29.91 Mil. This investment constitutes 1.28% of their stock portfolio, and Ascent Group, LLC now holds 0.35% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q3. And since then Ascent Group, LLC has made 9 purchases of SCHZ, at an average price of $24.71, for a total of 1.44 Mil shares. In addition, there have been 2 sales at an average price of $26.48 for 151,433.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Ascent Group, LLC's estimated gain on his SCHZ holdings is $-1.96 Mil, reflecting a -5.50% gain to date.
Ascent Group, LLC SCHZ ($22.98) Holding Chart
Ascent Group, LLC SCHZ ($22.98) 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
