Hoxton Planning & Management, LLC SCHZ Holdings History
Hoxton Planning & Management, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 185,144.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $4.29 Mil. This investment constitutes 1.64% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.05% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2023Q4. And since then Hoxton Planning & Management, LLC has made 4 purchases of SCHZ, at an average price of $28.75, for a total of 188,590.00 shares. In addition, there have been 1 sales at an average price of $45.98 for 3,446.00 shares. Based on historical transaction data and SCHZ's current price of $22.90, Hoxton Planning & Management, LLC's estimated gain on his SCHZ holdings is $-1.02 Mil, reflecting a -18.88% gain to date.
Hoxton Planning & Management, LLC SCHZ ($22.90) Holding Chart
Hoxton Planning & Management, LLC SCHZ ($22.90) 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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