Schwab VIT Balanced Portfolio SCHZ Holdings History
Schwab VIT Balanced Portfolio's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 1.27 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $29.46 Mil. This investment constitutes 38.45% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.34% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced Portfolio has made 8 purchases of SCHZ, at an average price of $36.85, for a total of 1.36 Mil shares. In addition, there have been 5 sales at an average price of $35.63 for 89,426.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Schwab VIT Balanced Portfolio's estimated gain on his SCHZ holdings is $-17.72 Mil, reflecting a -35.31% gain to date.
Schwab VIT Balanced Portfolio SCHZ ($23.01) Holding Chart
Schwab VIT Balanced Portfolio SCHZ ($23.01) 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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