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RFP Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-10,282
Closed -$234K – 659
2024
Q2 		$234K Buy
+10,282
New +$233K 0.09% 100
2024
Q1 		– Sell
-100
Closed -$2.33K – 937
2023
Q4 		$2.33K Buy
+100
New +$2.24K ﹤0.01% 665

Other funds holding SCHZ

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RFP Financial Group's SCHZ Position: Q3 2024 in Review

RFP Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 10,282 shares — an estimated $234K sold.

RFP Financial Group first reported a position in SCHZ in Q4 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2024. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • RFP Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 10,282 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $234K.
  • RFP Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • RFP Financial Group's Schwab US Aggregate Bond ETF position peaked at $234K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.