Resurgent Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $762K | Buy |
|
|||||
|
2025
Q4 | $728K | Sell |
|
|||||
|
2025
Q3 | $752K | Buy |
|
|||||
|
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 |
|