Horst & Graben Wealth Management LLC SCHZ Holdings History
Horst & Graben Wealth Management LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 1.49 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $34.47 Mil. This investment constitutes 6.18% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.4% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q1. And since then Horst & Graben Wealth Management LLC has made 10 purchases of SCHZ, at an average price of $35.78, for a total of 1.57 Mil shares. In addition, there have been 3 sales at an average price of $33.95 for 80,913.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Horst & Graben Wealth Management LLC's estimated gain on his SCHZ holdings is $-19.19 Mil, reflecting a -34.19% gain to date.
Horst & Graben Wealth Management LLC SCHZ ($22.98) Holding Chart
Horst & Graben Wealth Management 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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