RFA
SCHZ icon

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
2026
Q2 		$826K Buy
35,714
+2,915
+9% +$67.5K 0.23% 100
2026
Q1 		$762K Buy
32,799
+1,635
+5% +$38.3K 0.28% 86
2025
Q4 		$728K Sell
31,164
-896
-3% -$21K 0.37% 80
2025
Q3 		$752K Buy
32,060
+1,396
+5% +$32.4K 0.37% 71
2025
Q2 		$713K Sell
30,664
-2,836
-8% -$65.1K 0.39% 68
2025
Q1 		$776K Buy
33,500
+1,413
+4% +$32.4K 0.47% 61
2024
Q4 		$728K Buy
32,087
+14,149
+79% +$327K 0.43% 65
2024
Q3 		$426K Buy
17,938
+8,024
+81% +$188K 0.25% 118
2024
Q2 		$226K Buy
+9,914
New +$225K 0.14% 159
2024
Q1 		– Sell
-6,014
Closed -$140K – 427
2023
Q4 		$140K Buy
6,014
+2,332
+63% +$52.2K 0.09% 207
2023
Q3 		$81.4K Buy
3,682
+2,724
+284% +$61.7K 0.06% 256
2023
Q2 		$22.1K Buy
+958
New +$22.3K 0.01% 487

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Resurgent Financial Advisors's SCHZ Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q2 2026, buying an estimated $67.5K and bringing the position to 35,714 shares worth $826K. The position accounts for 0.23% of the portfolio, ranked #100.

Resurgent Financial Advisors first reported a position in SCHZ in Q2 2023 and has held it in 12 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Resurgent Financial Advisors held 35,714 shares of Schwab US Aggregate Bond ETF worth $826K as of Q2 2026.
  • Resurgent Financial Advisors bought 2,915 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $67.5K.
  • Schwab US Aggregate Bond ETF made up 0.23% of Resurgent Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Resurgent Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.