Asset Allocation Strategies LLC SCHZ Holdings History
Asset Allocation Strategies LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 677,416.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $15.69 Mil. This investment constitutes 3.9% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.18% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q2. And since then Asset Allocation Strategies LLC has made 4 purchases of SCHZ, at an average price of $24.35, for a total of 677,416.00 shares. Based on historical transaction data and SCHZ's current price of $22.97, Asset Allocation Strategies LLC's estimated gain on his SCHZ holdings is $-934,325.78, reflecting a -5.66% gain to date.
Asset Allocation Strategies LLC SCHZ ($22.97) Holding Chart
Asset Allocation Strategies LLC SCHZ ($22.97) 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
