WRAPMANAGER INC SCHZ Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-264,412.48
% of Total Estimate Gain
-0.79%

WRAPMANAGER INC's Schwab US Aggregate Bond ETF Holding Summary

As of 2025-03-31, WRAPMANAGER INC held - shares of Schwab US Aggregate Bond ETF(SCHZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and WRAPMANAGER INC now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.

The initial trade took place in 2015Q4. And since then WRAPMANAGER INC has made 9 purchases of SCHZ, at an average price of $42.83, for a total of 779,841.00 shares. In addition, there have been 9 sales at an average price of $42.49 for 779,841.00 shares. Based on historical transaction data and SCHZ's current price of $23.05, WRAPMANAGER INC's estimated gain on his SCHZ holdings is $-264,412.48, reflecting a -0.79% gain to date.

WRAPMANAGER INC SCHZ ($23.05) Holding Chart

WRAPMANAGER INC SCHZ ($23.05) 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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