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Chatterton & Associates Inc.'s Schwab US Aggregate Bond ETF(SCHZ) Holding History
Chatterton & Associates Inc. holds 232,291 shares of Schwab US Aggregate Bond ETF (SCHZ), valued at $5.41 million as of March 31, 2026, representing 3.79% of their stock portfolio. This position was established with a single purchase in Q4 2025 at an average price of $23.46 per share. Based on the current SCHZ price of $23.14, the firm has an estimated unrealized loss of $74,119.80, or -1.36%.