Avantax Planning Partners, Inc. SCHZ Holdings History
Avantax Planning Partners, Inc.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 6.79 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $157.21 Mil. This investment constitutes 5.57% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 1.83% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 21 purchases of SCHZ, at an average price of $40.86, for a total of 9.97 Mil shares. In addition, there have been 7 sales at an average price of $50.46 for 3.19 Mil shares. Based on historical transaction data and SCHZ's current price of $23.03, Avantax Planning Partners, Inc.'s estimated gain on his SCHZ holdings is $-90.46 Mil, reflecting a -22.19% gain to date.
Avantax Planning Partners, Inc. SCHZ ($23.03) Holding Chart
Avantax Planning Partners, Inc. SCHZ ($23.03) 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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