Number of Shares
884,148.00
Current Holdings Value*
$45.53 Mil
% of Portfolio
15.15%
Total Estimate Gain
$-24.61 Mil
% of Total Estimate Gain
-48.18%

Live Your Vision, LLC's Schwab US Aggregate Bond ETF Holding Summary

As of 2019-03-31, Live Your Vision, LLC held 884,148.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $45.53 Mil. This investment constitutes 15.15% of their stock portfolio, and Live Your Vision, LLC now holds 0.55% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.

The initial trade took place in 2015Q4. And since then Live Your Vision, LLC has made 4 purchases of SCHZ, at an average price of $50.86, for a total of 1.00 Mil shares. In addition, there have been 2 sales at an average price of $51.01 for 120,101.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Live Your Vision, LLC's estimated gain on his SCHZ holdings is $-24.61 Mil, reflecting a -48.18% gain to date.

Live Your Vision, LLC SCHZ ($23.01) Holding Chart

Live Your Vision, 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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