KilterHowling LLC SCHZ Holdings History
KilterHowling LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, KilterHowling LLC held 1.17 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $26.68 Mil. This investment constitutes 17.25% of their stock portfolio, and KilterHowling LLC now holds 0.31% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2021Q4. And since then KilterHowling LLC has made 9 purchases of SCHZ, at an average price of $38.55, for a total of 2.04 Mil shares. In addition, there have been 4 sales at an average price of $46.19 for 869,770.00 shares. Based on historical transaction data and SCHZ's current price of $23.22, KilterHowling LLC's estimated gain on his SCHZ holdings is $-11.23 Mil, reflecting a -14.32% gain to date.
KilterHowling LLC SCHZ ($23.22) Holding Chart
KilterHowling LLC SCHZ ($23.22) 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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