FFG RETIREMENT ADVISORS LLC SCHZ Holdings History
FFG RETIREMENT ADVISORS LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, FFG RETIREMENT ADVISORS LLC held 411,030.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $9.55 Mil. This investment constitutes 5.98% of their stock portfolio, and FFG RETIREMENT ADVISORS LLC now holds 0.11% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q4. And since then FFG RETIREMENT ADVISORS LLC has made 7 purchases of SCHZ, at an average price of $37.18, for a total of 890,610.00 shares. In addition, there have been 3 sales at an average price of $36.52 for 479,580.00 shares. Based on historical transaction data and SCHZ's current price of $23.10, FFG RETIREMENT ADVISORS LLC's estimated gain on his SCHZ holdings is $-6.10 Mil, reflecting a -18.43% gain to date.
FFG RETIREMENT ADVISORS LLC SCHZ ($23.10) Holding Chart
FFG RETIREMENT ADVISORS 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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