VanderPol Investments L.L.C. SCHZ Holdings History
VanderPol Investments L.L.C.'s Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, VanderPol Investments L.L.C. held 164,617.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $3.81 Mil. This investment constitutes 8.05% of their stock portfolio, and VanderPol Investments L.L.C. now holds 0.04% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2023Q4. And since then VanderPol Investments L.L.C. has made 5 purchases of SCHZ, at an average price of $35.48, for a total of 164,617.00 shares. Based on historical transaction data and SCHZ's current price of $22.99, VanderPol Investments L.L.C.'s estimated gain on his SCHZ holdings is $-2.06 Mil, reflecting a -35.21% gain to date.
VanderPol Investments L.L.C. SCHZ ($22.99) Holding Chart
VanderPol Investments L.L.C. SCHZ ($22.99) 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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