FLC Capital Advisors SCHZ Holdings History
FLC Capital Advisors's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, FLC Capital Advisors held 1.13 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $26.28 Mil. This investment constitutes 5.89% of their stock portfolio, and FLC Capital Advisors now holds 0.31% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q1. And since then FLC Capital Advisors has made 6 purchases of SCHZ, at an average price of $37.01, for a total of 1.47 Mil shares. In addition, there have been 4 sales at an average price of $46.11 for 331,697.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, FLC Capital Advisors's estimated gain on his SCHZ holdings is $-12.86 Mil, reflecting a -23.70% gain to date.
FLC Capital Advisors SCHZ ($23.01) Holding Chart
FLC Capital Advisors SCHZ ($23.01) 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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