RESTON WEALTH MANAGEMENT LLC SCHZ Holdings History
RESTON WEALTH MANAGEMENT LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 275,696.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $6.39 Mil. This investment constitutes 2.58% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 19 purchases of SCHZ, at an average price of $38.74, for a total of 396,166.00 shares. In addition, there have been 6 sales at an average price of $40.78 for 120,470.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SCHZ holdings is $-4.09 Mil, reflecting a -26.61% gain to date.
RESTON WEALTH MANAGEMENT LLC SCHZ ($23.04) Holding Chart
RESTON WEALTH MANAGEMENT LLC 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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