Number of Shares
178,765.00
Current Holdings Value*
$4.13 Mil
% of Portfolio
1.22%
Total Estimate Gain
$6,129.55
% of Total Estimate Gain
0.15%

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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