TSA Wealth Managment LLC SCHZ Holdings History
TSA Wealth Managment LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 1.11 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $25.59 Mil. This investment constitutes 10.18% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.3% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 3 purchases of SCHZ, at an average price of $32.52, for a total of 1.22 Mil shares. In addition, there have been 2 sales at an average price of $23.00 for 113,174.00 shares. Based on historical transaction data and SCHZ's current price of $23.13, TSA Wealth Managment LLC's estimated gain on his SCHZ holdings is $-11.46 Mil, reflecting a -28.91% gain to date.
TSA Wealth Managment LLC SCHZ ($23.13) Holding Chart
TSA Wealth Managment LLC SCHZ ($23.13) 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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