Resurgent Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Resurgent Financial 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
2025 Q2	$713K	Sell
2025 Q1	$776K	Buy
2024 Q4	$728K	Buy
2024 Q3	$426K	Buy
2024 Q2	$226K	Buy
2024 Q1	–	Sell
2023 Q4	$140K	Buy
2023 Q3	$81.4K	Buy
2023 Q2	$22.1K	Buy