NORTHWEST INVESTMENT COUNSELORS, LLC SCHZ Holdings History
NORTHWEST INVESTMENT COUNSELORS, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2024-09-30, NORTHWEST INVESTMENT COUNSELORS, LLC held 377,286.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $8.96 Mil. This investment constitutes 2.03% of their stock portfolio, and NORTHWEST INVESTMENT COUNSELORS, LLC now holds 0.05% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then NORTHWEST INVESTMENT COUNSELORS, LLC has made 24 purchases of SCHZ, at an average price of $36.59, for a total of 378,362.00 shares. In addition, there have been 1 sales at an average price of $46.42 for 1,076.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, NORTHWEST INVESTMENT COUNSELORS, LLC's estimated gain on his SCHZ holdings is $-5.12 Mil, reflecting a -37.01% gain to date.
NORTHWEST INVESTMENT COUNSELORS, LLC SCHZ ($22.98) Holding Chart
NORTHWEST INVESTMENT COUNSELORS, 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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