Columbus Macro, LLC SCHZ Holdings History

Number of Shares
578,548.00
Current Holdings Value*
$13.40 Mil
% of Portfolio
1.77%
Total Estimate Gain
$-4.64 Mil
% of Total Estimate Gain
-12.28%

Columbus Macro, LLC's Schwab US Aggregate Bond ETF Holding Summary

As of 2025-03-31, Columbus Macro, LLC held 578,548.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $13.40 Mil. This investment constitutes 1.77% of their stock portfolio, and Columbus Macro, LLC now holds 0.16% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.

The initial trade took place in 2018Q2. And since then Columbus Macro, LLC has made 6 purchases of SCHZ, at an average price of $39.00, for a total of 968,165.00 shares. In addition, there have been 11 sales at an average price of $50.72 for 389,617.00 shares. Based on historical transaction data and SCHZ's current price of $23.10, Columbus Macro, LLC's estimated gain on his SCHZ holdings is $-4.64 Mil, reflecting a -12.28% gain to date.

Columbus Macro, LLC SCHZ ($23.10) Holding Chart

Columbus Macro, LLC 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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