Opes Advisors Inc SCHZ Holdings History
Opes Advisors Inc's Schwab US Aggregate Bond ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 281,754.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $14.25 Mil. This investment constitutes 15.67% of their stock portfolio, and Opes Advisors Inc now holds 0.17% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of SCHZ, at an average price of $50.08, for a total of 281,754.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, Opes Advisors Inc's estimated gain on his SCHZ holdings is $-7.62 Mil, reflecting a -53.99% gain to date.
Opes Advisors Inc SCHZ ($23.04) Holding Chart
Opes Advisors Inc 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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