Bestgate Wealth Advisors, LLC SCHZ Holdings History
Bestgate Wealth Advisors, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 182,547.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $4.23 Mil. This investment constitutes 8.76% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.05% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of SCHZ, at an average price of $23.09, for a total of 182,547.00 shares. Based on historical transaction data and SCHZ's current price of $23.03, Bestgate Wealth Advisors, LLC's estimated gain on his SCHZ holdings is $-10,151.28, reflecting a -0.24% gain to date.
Bestgate Wealth Advisors, LLC SCHZ ($23.03) Holding Chart
Bestgate Wealth Advisors, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
