THEORY FINANCIAL LLC SCHZ Holdings History
THEORY FINANCIAL LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 1.17 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $27.06 Mil. This investment constitutes 11.41% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.31% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q2. And since then THEORY FINANCIAL LLC has made 7 purchases of SCHZ, at an average price of $29.17, for a total of 2.51 Mil shares. In addition, there have been 4 sales at an average price of $23.18 for 1.34 Mil shares. Based on historical transaction data and SCHZ's current price of $22.93, THEORY FINANCIAL LLC's estimated gain on his SCHZ holdings is $-15.31 Mil, reflecting a -20.94% gain to date.
THEORY FINANCIAL LLC SCHZ ($22.93) Holding Chart
THEORY FINANCIAL LLC 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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