OTA Financial Group L.P. SCHZ Holdings History
OTA Financial Group L.P.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2023-06-30, OTA Financial Group L.P. held - shares of Schwab US Aggregate Bond ETF(SCHZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and OTA Financial Group L.P. now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2020Q1. And since then OTA Financial Group L.P. has made 6 purchases of SCHZ, at an average price of $52.28, for a total of 439,680.00 shares. In addition, there have been 6 sales at an average price of $51.08 for 439,680.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, OTA Financial Group L.P.'s estimated gain on his SCHZ holdings is $-529,243.00, reflecting a -2.30% gain to date.
OTA Financial Group L.P. SCHZ ($23.04) Holding Chart
OTA Financial Group L.P. SCHZ ($23.04) 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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