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Resonant Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Resonant Capital Advisors’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
2024
Q2 		– Sell
-10,396
Closed -$239K – 353
2024
Q1 		$239K Buy
+10,396
New +$239K 0.02% 306

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ML
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OIA
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Resonant Capital Advisors's SCHZ Position: Q2 2024 in Review

Resonant Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 10,396 shares — an estimated $239K sold.

Resonant Capital Advisors first reported a position in SCHZ in Q1 2024 and held it in 1 quarter. The position peaked at $239K in Q1 2024. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Resonant Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 10,396 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $239K.
  • Resonant Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Resonant Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $239K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.