Fischer Financial Services, Inc. SCHZ Holdings History
Fischer Financial Services, Inc.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Fischer Financial Services, Inc. held 178,765.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $4.13 Mil. This investment constitutes 1.22% of their stock portfolio, and Fischer Financial Services, Inc. now holds 0.05% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. And since then Fischer Financial Services, Inc. has made 2 purchases of SCHZ, at an average price of $23.01, for a total of 178,765.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, Fischer Financial Services, Inc.'s estimated gain on his SCHZ holdings is $6,129.55, reflecting a 0.15% gain to date.
Fischer Financial Services, Inc. SCHZ ($23.04) Holding Chart
Fischer Financial Services, Inc. SCHZ ($23.04) 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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