Destination Wealth Management SCHZ Holdings History
Destination Wealth Management's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 1.69 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $39.17 Mil. This investment constitutes 1.23% of their stock portfolio, and Destination Wealth Management now holds 0.46% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2015Q4. And since then Destination Wealth Management has made 13 purchases of SCHZ, at an average price of $44.45, for a total of 9.27 Mil shares. In addition, there have been 17 sales at an average price of $46.15 for 7.58 Mil shares. Based on historical transaction data and SCHZ's current price of $23.10, Destination Wealth Management's estimated gain on his SCHZ holdings is $-23.18 Mil, reflecting a -5.62% gain to date.
Destination Wealth Management SCHZ ($23.10) Holding Chart
Destination Wealth Management 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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