Bowman & Co S.C. SCHZ Holdings History
Bowman & Co S.C.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Bowman & Co S.C. held 18,936.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $440,110.00. This investment constitutes 0.2% of their stock portfolio, and Bowman & Co S.C. now holds 0.01% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q2. And since then Bowman & Co S.C. has made 8 purchases of SCHZ, at an average price of $36.00, for a total of 49,758.00 shares. In addition, there have been 5 sales at an average price of $26.39 for 30,822.00 shares. Based on historical transaction data and SCHZ's current price of $23.10, Bowman & Co S.C.'s estimated gain on his SCHZ holdings is $-540,484.68, reflecting a -30.18% gain to date.
Bowman & Co S.C. SCHZ ($23.10) Holding Chart
Bowman & Co S.C. SCHZ ($23.10) 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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