Grove Street Fiduciary, LLC SCHZ Holdings History
Grove Street Fiduciary, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Grove Street Fiduciary, LLC held 473,240.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $10.96 Mil. This investment constitutes 5.56% of their stock portfolio, and Grove Street Fiduciary, LLC now holds 0.13% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.91 for 3,508.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Grove Street Fiduciary, LLC's estimated gain on his SCHZ holdings is $-38,490.64, reflecting a -0.35% gain to date.
Grove Street Fiduciary, LLC SCHZ ($23.01) Holding Chart
Grove Street Fiduciary, 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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