SVA Plumb Wealth Management, LLC SCHZ Holdings History
SVA Plumb Wealth Management, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 374,719.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $21.00 Mil. This investment constitutes 1.95% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0.23% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2015Q4. And since then SVA Plumb Wealth Management, LLC has made 10 purchases of SCHZ, at an average price of $52.61, for a total of 416,555.00 shares. In addition, there have been 2 sales at an average price of $52.01 for 41,836.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, SVA Plumb Wealth Management, LLC's estimated gain on his SCHZ holdings is $-11.13 Mil, reflecting a -50.78% gain to date.
SVA Plumb Wealth Management, LLC SCHZ ($22.98) Holding Chart
SVA Plumb Wealth Management, 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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