Forthright Family Wealth Advisory LLC SCHZ Holdings History
Forthright Family Wealth Advisory LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 431,940.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $10.00 Mil. This investment constitutes 6.61% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.12% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 3 purchases of SCHZ, at an average price of $27.20, for a total of 810,842.00 shares. In addition, there have been 2 sales at an average price of $23.09 for 378,902.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Forthright Family Wealth Advisory LLC's estimated gain on his SCHZ holdings is $-3.38 Mil, reflecting a -15.34% gain to date.
Forthright Family Wealth Advisory LLC SCHZ ($22.98) Holding Chart
Forthright Family Wealth Advisory LLC SCHZ ($22.98) 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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