MorganRosel Wealth Management, LLC SCHZ Holdings History
MorganRosel Wealth Management, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 355,779.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $8.24 Mil. This investment constitutes 2.5% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.1% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 19 purchases of SCHZ, at an average price of $43.31, for a total of 649,179.00 shares. In addition, there have been 6 sales at an average price of $45.74 for 293,400.00 shares. Based on historical transaction data and SCHZ's current price of $23.10, MorganRosel Wealth Management, LLC's estimated gain on his SCHZ holdings is $-6.48 Mil, reflecting a -23.04% gain to date.
MorganRosel Wealth Management, LLC SCHZ ($23.10) Holding Chart
MorganRosel Wealth Management, LLC SCHZ ($23.10) 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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