MYECFO, LLC SCHZ Holdings History
MYECFO, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, MYECFO, LLC held 483,048.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $11.23 Mil. This investment constitutes 5.51% of their stock portfolio, and MYECFO, LLC now holds 0.13% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q4. And since then MYECFO, LLC has made 9 purchases of SCHZ, at an average price of $34.58, for a total of 531,344.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, MYECFO, LLC's estimated gain on his SCHZ holdings is $-5.06 Mil, reflecting a -27.55% gain to date.
MYECFO, LLC SCHZ ($22.98) Holding Chart
MYECFO, 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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