Austin Private Wealth, LLC SCHZ Holdings History
Austin Private Wealth, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Austin Private Wealth, LLC held 1.36 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $31.51 Mil. This investment constitutes 2.82% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.37% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q1. And since then Austin Private Wealth, LLC has made 11 purchases of SCHZ, at an average price of $33.36, for a total of 1.44 Mil shares. In addition, there have been 2 sales at an average price of $44.96 for 76,120.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Austin Private Wealth, LLC's estimated gain on his SCHZ holdings is $-13.23 Mil, reflecting a -27.62% gain to date.
Austin Private Wealth, LLC SCHZ ($22.98) Holding Chart
Austin Private Wealth, 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 % | |||
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