Fairway Financial, LLC SCHZ Holdings History
Fairway Financial, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Fairway Financial, LLC held 251,542.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $5.83 Mil. This investment constitutes 5.28% of their stock portfolio, and Fairway Financial, LLC now holds 0.07% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. And since then Fairway Financial, LLC has made 1 purchases of SCHZ, at an average price of $23.09, for a total of 251,542.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Fairway Financial, LLC's estimated gain on his SCHZ holdings is $-19,806.20, reflecting a -0.34% gain to date.
Fairway Financial, LLC SCHZ ($23.01) Holding Chart
Fairway Financial, LLC 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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