Bond & Devick Financial Network, Inc. SCHZ Holdings History
Bond & Devick Financial Network, Inc.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Bond & Devick Financial Network, Inc. held 666,535.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $15.49 Mil. This investment constitutes 5.15% of their stock portfolio, and Bond & Devick Financial Network, Inc. now holds 0.18% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2020Q4. And since then Bond & Devick Financial Network, Inc. has made 16 purchases of SCHZ, at an average price of $30.69, for a total of 943,127.00 shares. In addition, there have been 2 sales at an average price of $23.29 for 276,592.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Bond & Devick Financial Network, Inc.'s estimated gain on his SCHZ holdings is $-7.17 Mil, reflecting a -24.76% gain to date.
Bond & Devick Financial Network, Inc. SCHZ ($23.01) Holding Chart
Bond & Devick Financial Network, Inc. SCHZ ($23.01) 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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