Charles Schwab Trust Co SCHZ Holdings History
Charles Schwab Trust Co's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Charles Schwab Trust Co held 5.59 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $129.84 Mil. This investment constitutes 9.74% of their stock portfolio, and Charles Schwab Trust Co now holds 1.5% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2020Q3. And since then Charles Schwab Trust Co has made 16 purchases of SCHZ, at an average price of $34.28, for a total of 6.10 Mil shares. In addition, there have been 4 sales at an average price of $24.08 for 509,821.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Charles Schwab Trust Co's estimated gain on his SCHZ holdings is $-68.36 Mil, reflecting a -32.70% gain to date.
Charles Schwab Trust Co SCHZ ($22.98) Holding Chart
Charles Schwab Trust Co SCHZ ($22.98) 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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