RFN
SCHZ icon

RDA Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RDA Financial Network’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
96,437
+10,890
+13% +$252K 0.49% 53
2026
Q1 		$1.99M Sell
85,547
-5,106
-6% -$119K 0.5% 54
2025
Q4 		$2.12M Buy
90,653
+2,043
+2% +$48K 0.51% 54
2025
Q3 		$2.08M Buy
88,610
+3,958
+5% +$91.9K 0.51% 55
2025
Q2 		$1.97M Sell
84,652
-4,747
-5% -$109K 0.53% 49
2025
Q1 		$2.07M Sell
89,399
-7,955
-8% -$182K 0.62% 46
2024
Q4 		$2.21M Buy
97,354
+39,902
+69% +$922K 0.64% 42
2024
Q3 		$1.37M Buy
57,452
+950
+2% +$22.2K 0.42% 71
2024
Q2 		$1.29M Buy
56,502
+36,058
+176% +$817K 0.42% 68
2024
Q1 		$470K Buy
20,444
+902
+5% +$20.7K 0.16% 134
2023
Q4 		$456K Sell
19,542
-134
-0.7% -$3K 0.17% 131
2023
Q3 		$435K Sell
19,676
-4,778
-20% -$108K 0.19% 122
2023
Q2 		$564K Buy
24,454
+244
+1% +$5.68K 0.24% 101
2023
Q1 		$568K Buy
24,210
+7,266
+43% +$169K 0.26% 93
2022
Q4 		$387K Buy
16,944
+1,896
+13% +$43.2K 0.19% 124
2022
Q3 		$341K Buy
15,048
+1,346
+10% +$32K 0.19% 134
2022
Q2 		$328K Buy
+13,702
New +$332K 0.17% 142

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM