Total Wealth Planning, LLC SCHZ Holdings History
Total Wealth Planning, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 3.81 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $88.50 Mil. This investment constitutes 11.18% of their stock portfolio, and Total Wealth Planning, LLC now holds 1.02% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 23 purchases of SCHZ, at an average price of $35.34, for a total of 4.12 Mil shares. In addition, there have been 3 sales at an average price of $53.21 for 309,545.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Total Wealth Planning, LLC's estimated gain on his SCHZ holdings is $-41.53 Mil, reflecting a -28.54% gain to date.
Total Wealth Planning, LLC SCHZ ($22.98) Holding Chart
Total Wealth Planning, LLC 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 % | |||
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