MILESTONE ASSET MANAGEMENT, LLC SCHZ Holdings History
MILESTONE ASSET MANAGEMENT, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held - shares of Schwab US Aggregate Bond ETF(SCHZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 1 purchases of SCHZ, at an average price of $23.09, for a total of 317,155.00 shares. In addition, there have been 1 sales at an average price of $22.91 for 317,155.00 shares. Based on historical transaction data and SCHZ's current price of $23.05, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his SCHZ holdings is $-57,087.90, reflecting a -0.78% gain to date.
MILESTONE ASSET MANAGEMENT, LLC SCHZ ($23.05) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC SCHZ ($23.05) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
