Cedar Mountain Advisors, LLC SCHZ Holdings History
Cedar Mountain Advisors, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Cedar Mountain Advisors, LLC held 623,079.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $14.48 Mil. This investment constitutes 3.01% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.17% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 15 purchases of SCHZ, at an average price of $34.55, for a total of 628,730.00 shares. In addition, there have been 7 sales at an average price of $47.22 for 5,651.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, Cedar Mountain Advisors, LLC's estimated gain on his SCHZ holdings is $-7.10 Mil, reflecting a -32.68% gain to date.
Cedar Mountain Advisors, LLC SCHZ ($23.04) Holding Chart
Cedar Mountain Advisors, LLC SCHZ ($23.04) 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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