RFA
Resurgent Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
30,664
-2,836
| -8% | -$65.9K | 0.39% | 68 |
|
|
2025
Q1 | $776K | Buy |
33,500
+1,413
| +4% | +$32.7K | 0.47% | 61 |
|
|
2024
Q4 | $728K | Buy |
32,087
+23,118
| +258% | +$525K | 0.43% | 65 |
|
|
2024
Q3 | $426K | Buy |
8,969
+4,012
| +81% | +$191K | 0.25% | 118 |
|
|
2024
Q2 | $226K | Buy |
+4,957
| New | +$226K | 0.14% | 159 |
|
|
2024
Q1 | – | Sell |
-3,007
| Closed | -$140K | – | 423 |
|
|
2023
Q4 | $140K | Buy |
3,007
+1,166
| +63% | +$54.4K | 0.09% | 206 |
|
|
2023
Q3 | $81.4K | Buy |
1,841
+1,362
| +284% | +$60.2K | 0.06% | 254 |
|
|
2023
Q2 | $22.1K | Buy |
+479
| New | +$22.1K | 0.01% | 484 |
|