Spectrum Planning & Advisory Services Inc. SCHZ Holdings History
Spectrum Planning & Advisory Services Inc.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 230,955.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $5.37 Mil. This investment constitutes 3.47% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.06% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q1. And since then Spectrum Planning & Advisory Services Inc. has made 6 purchases of SCHZ, at an average price of $36.71, for a total of 412,285.00 shares. In addition, there have been 7 sales at an average price of $33.05 for 181,330.00 shares. Based on historical transaction data and SCHZ's current price of $22.93, Spectrum Planning & Advisory Services Inc.'s estimated gain on his SCHZ holdings is $-3.84 Mil, reflecting a -25.40% gain to date.
Spectrum Planning & Advisory Services Inc. SCHZ ($22.93) Holding Chart
Spectrum Planning & Advisory Services Inc. SCHZ ($22.93) 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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