SevenOneSeven Capital Management SCHZ Holdings History
SevenOneSeven Capital Management's Schwab US Aggregate Bond ETF Holding Summary
As of 2023-12-31, SevenOneSeven Capital Management held 5,433.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $249,000.00. This investment constitutes 11.47% of their stock portfolio, and SevenOneSeven Capital Management now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2021Q2. And since then SevenOneSeven Capital Management has made 8 purchases of SCHZ, at an average price of $50.42, for a total of 62,225.00 shares. In addition, there have been 3 sales at an average price of $44.77 for 56,792.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, SevenOneSeven Capital Management's estimated gain on his SCHZ holdings is $-470,157.49, reflecting a -14.99% gain to date.
SevenOneSeven Capital Management SCHZ ($22.98) Holding Chart
SevenOneSeven Capital Management 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
